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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,115 | $59,402+43.3% | $93,654-9.1% | $74,546+14.2% |
| Participation rate | 28.3% | 59.7%-31.3pp | 68.7%-40.4pp | 67.2%-38.9pp |
| Annual return | 23.97% | 81.86%-57.9pp | 133.34%-109.4pp | 1366.03%-1342.1pp |
| Employer contribution / active EE | $662 | $1,265-47.6% | $2,421-72.6% | $2,624-74.8% |
| Participant deferral / active EE | $1,004 | $3,049-67.1% | $4,413-77.2% | $4,347-76.9% |
| Admin fee / account holder | $3,690 | $3,023+22.1% | $8,282-55.5% | $1,944+89.8% |