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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 | $160,514 | $98,760+62.5% | $149,715+7.2% | $79,858+101.0% |
| Participation rate | 36.1% | 75.8%-39.7pp | 82.5%-46.4pp | 69.6%-33.5pp |
| Annual return | 16.27% | 27.43%-11.2pp | 276.66%-260.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $822 | $3,217-74.5% | $4,645-82.3% | $2,471-66.7% |
| Participant deferral / active EE | $1,750 | $5,681-69.2% | $6,842-74.4% | $3,740-53.2% |
| Admin fee / account holder | $33,394 | $6,053+451.7% | $9,310+258.7% | $5,306+529.4% |