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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 | $200,361 | $152,460+31.4% | $118,746+68.7% | $147,586+35.8% |
| Participation rate | 37.5% | 82.3%-44.8pp | 78.3%-40.8pp | 82.8%-45.3pp |
| Annual return | 10.73% | 17.41%-6.7pp | 24.54%-13.8pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,660 | $5,046-67.1% | $4,193-60.4% | $4,876-66.0% |
| Participant deferral / active EE | $1,660 | $6,212-73.3% | $5,332-68.9% | $5,439-69.5% |
| Admin fee / account holder | $1,744 | $16,953-89.7% | $10,720-83.7% | $10,886-84.0% |