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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 | $56,431+112.8% | $130,788-8.2% | $87,485+37.3% |
| Participation rate | 22.2% | 58.9%-36.7pp | 70.1%-47.9pp | 68.9%-46.7pp |
| Annual return | 13.29% | 91.27%-78.0pp | 386.44%-373.2pp | 26.06%-12.8pp |
| Employer contribution / active EE | $524 | $1,549-66.2% | $3,558-85.3% | $2,596-79.8% |
| Participant deferral / active EE | $573 | $2,749-79.2% | $4,137-86.1% | $4,274-86.6% |
| Admin fee / account holder | $2,809 | $4,433-36.6% | $6,673-57.9% | $7,775-63.9% |