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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 | $103,590 | $51,642+100.6% | $129,384-19.9% | $80,935+28.0% |
| Participation rate | 12.5% | 56.9%-44.4pp | 69.6%-57.1pp | 67.7%-55.2pp |
| Annual return | 14.07% | 20.78%-6.7pp | 9461.77%-9447.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $447 | $1,583-71.8% | $4,153-89.2% | $2,757-83.8% |
| Participant deferral / active EE | $499 | $2,670-81.3% | $4,166-88.0% | $4,299-88.4% |
| Admin fee / account holder | $1,234 | $4,312-71.4% | $7,686-83.9% | $6,924-82.2% |