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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 | $109,595 | $88,203+24.3% | $165,100-33.6% | $74,478+47.2% |
| Participation rate | 34.8% | 73.1%-38.3pp | 78.6%-43.8pp | 67.2%-32.4pp |
| Annual return | 24.72% | 17.13%+7.6pp | 70.21%-45.5pp | 1370.56%-1345.8pp |
| Employer contribution / active EE | $838 | $2,601-67.8% | $4,348-80.7% | $2,626-68.1% |
| Participant deferral / active EE | $2,007 | $4,505-55.4% | $6,035-66.7% | $4,350-53.9% |
| Admin fee / account holder | $15,541 | $2,235+595.4% | $12,696+22.4% | $1,946+698.7% |