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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 | $152,446 | $234,190-34.9% | $180,320-15.5% | $198,609-23.2% |
| Participation rate | 13.3% | 77.1%-63.8pp | 71.5%-58.2pp | 82.4%-69.0pp |
| Annual return | 11.03% | 1057.44%-1046.4pp | 778.54%-767.5pp | 202.70%-191.7pp |
| Employer contribution / active EE | $1,667 | $5,258-68.3% | $4,108-59.4% | $5,055-67.0% |
| Participant deferral / active EE | $217 | $4,988-95.7% | $4,304-95.0% | $6,977-96.9% |
| Admin fee / account holder | $11,281 | $12,558-10.2% | $10,000+12.8% | $19,030-40.7% |