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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 | $166,391 | $34,316+384.9% | $74,719+122.7% | $72,983+128.0% |
| Participation rate | 5.1% | 42.4%-37.3pp | 54.5%-49.3pp | 69.5%-64.4pp |
| Annual return | 17.71% | 26.58%-8.9pp | 753.05%-735.3pp | 81.01%-63.3pp |
| Employer contribution / active EE | $923 | $692+33.4% | $1,084-14.9% | $2,440-62.2% |
| Participant deferral / active EE | $124 | $1,272-90.3% | $1,963-93.7% | $3,608-96.6% |
| Admin fee / account holder | $1,382 | $2,125-35.0% | $3,334-58.6% | $5,124-73.0% |