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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 | $162,529-6.2% | $130,788+16.6% | $154,746-1.5% |
| Participation rate | 13.3% | 75.9%-62.5pp | 70.1%-56.8pp | 80.7%-67.4pp |
| Annual return | 11.03% | 510.48%-499.4pp | 386.44%-375.4pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,667 | $4,447-62.5% | $3,558-53.1% | $4,379-61.9% |
| Participant deferral / active EE | $217 | $4,808-95.5% | $4,137-94.8% | $6,730-96.8% |
| Admin fee / account holder | $11,281 | $7,669+47.1% | $6,673+69.1% | $14,365-21.5% |