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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 | $112,502 | $79,223+42.0% | $102,460+9.8% | $74,478+51.1% |
| Participation rate | 44.7% | 74.8%-30.0pp | 76.5%-31.8pp | 67.2%-22.5pp |
| Annual return | 23.01% | 54.98%-32.0pp | 29.47%-6.5pp | 1370.56%-1347.6pp |
| Employer contribution / active EE | $1,036 | $2,363-56.1% | $3,025-65.7% | $2,626-60.5% |
| Participant deferral / active EE | $1,719 | $4,417-61.1% | $5,056-66.0% | $4,350-60.5% |
| Admin fee / account holder | $5,967 | $2,003+197.9% | $9,460-36.9% | $1,946+206.7% |