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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 | $205,918 | $88,672+132.2% | $105,223+95.7% | $82,448+149.8% |
| Participation rate | 57.6% | 67.9%-10.3pp | 75.0%-17.5pp | 68.1%-10.5pp |
| Annual return | 15.20% | 30.86%-15.7pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $9,783 | $3,048+221.0% | $3,689+165.2% | $2,551+283.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,795 | $7,146-74.9% | $8,859-79.7% | $7,234-75.2% |