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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 | $156,797 | $51,631+203.7% | $129,397+21.2% | $80,925+93.8% |
| Participation rate | 15.6% | 56.9%-41.3pp | 69.6%-54.0pp | 67.7%-52.0pp |
| Annual return | 12.64% | 20.77%-8.1pp | 9453.98%-9441.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $465 | $1,583-70.6% | $4,154-88.8% | $2,756-83.1% |
| Participant deferral / active EE | $520 | $2,670-80.5% | $4,167-87.5% | $4,299-87.9% |
| Admin fee / account holder | $16,111 | $4,309+273.9% | $7,679+109.8% | $6,940+132.1% |