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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 | $102,292 | $48,364+111.5% | $71,796+42.5% | $62,881+62.7% |
| Participation rate | 18.5% | 60.6%-42.1pp | 69.1%-50.6pp | 69.3%-50.8pp |
| Annual return | 6.80% | 13.16%-6.4pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $540 | $1,042-48.2% | $1,924-71.9% | $2,281-76.3% |
| Participant deferral / active EE | $920 | $2,091-56.0% | $2,794-67.1% | $3,203-71.3% |
| Admin fee / account holder | $9,500 | $3,771+151.9% | $4,815+97.3% | $4,296+121.2% |