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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 | $133,740 | $85,766+55.9% | $136,297-1.9% | $70,124+90.7% |
| Participation rate | 43.6% | 74.2%-30.6pp | 81.9%-38.3pp | 69.5%-26.0pp |
| Annual return | 19.10% | 31.45%-12.4pp | 5156.19%-5137.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $632 | $2,966-78.7% | $4,696-86.5% | $2,342-73.0% |
| Participant deferral / active EE | $1,037 | $5,051-79.5% | $6,247-83.4% | $3,332-68.9% |
| Admin fee / account holder | $10,134 | $5,420+87.0% | $9,244+9.6% | $4,645+118.1% |