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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 | $160,750 | $84,685+89.8% | $73,836+117.7% | $125,389+28.2% |
| Participation rate | 23.1% | 76.8%-53.7pp | 73.4%-50.4pp | 83.2%-60.1pp |
| Annual return | 27.83% | 3123.80%-3096.0pp | 2268.06%-2240.2pp | 282.24%-254.4pp |
| Employer contribution / active EE | $510 | $3,123-83.7% | $2,787-81.7% | $4,866-89.5% |
| Participant deferral / active EE | $577 | $3,993-85.5% | $3,583-83.9% | $5,352-89.2% |
| Admin fee / account holder | $785 | $5,694-86.2% | $4,882-83.9% | $9,541-91.8% |