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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 | $120,089 | $52,353+129.4% | $120,225-0.1% | $82,448+45.7% |
| Participation rate | 22.2% | 58.3%-36.1pp | 69.6%-47.4pp | 68.1%-45.8pp |
| Annual return | 13.29% | 61.85%-48.6pp | 439.23%-425.9pp | 41.64%-28.3pp |
| Employer contribution / active EE | $524 | $1,510-65.3% | $3,475-84.9% | $2,551-79.5% |
| Participant deferral / active EE | $573 | $2,627-78.2% | $3,999-85.7% | $4,139-86.2% |
| Admin fee / account holder | $2,809 | $4,363-35.6% | $5,696-50.7% | $7,234-61.2% |