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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 | $119,953 | $53,128+125.8% | $86,582+38.5% | $70,126+71.1% |
| Participation rate | 16.4% | 65.3%-48.9pp | 73.5%-57.1pp | 69.5%-53.1pp |
| Annual return | 17.13% | 27.66%-10.5pp | 965.08%-948.0pp | 73.15%-56.0pp |
| Employer contribution / active EE | $959 | $2,068-53.6% | $2,839-66.2% | $2,343-59.1% |
| Participant deferral / active EE | $19 | $2,695-99.3% | $3,609-99.5% | $3,332-99.4% |
| Admin fee / account holder | $6,843 | $3,584+91.0% | $4,904+39.5% | $4,645+47.3% |