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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 | $98,747 | $80,812+22.2% | $160,784-38.6% | $82,448+19.8% |
| Participation rate | 32.1% | 66.2%-34.1pp | 77.0%-44.8pp | 68.1%-35.9pp |
| Annual return | 18.07% | 100.59%-82.5pp | 1803.92%-1785.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $677 | $2,174-68.9% | $3,733-81.9% | $2,551-73.5% |
| Participant deferral / active EE | $998 | $4,335-77.0% | $6,293-84.1% | $4,139-75.9% |
| Admin fee / account holder | $10,213 | $7,695+32.7% | $9,717+5.1% | $7,234+41.2% |