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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 | $149,629 | $78,607+90.4% | $105,624+41.7% | $74,478+100.9% |
| Participation rate | 26.5% | 72.8%-46.3pp | 75.3%-48.8pp | 67.2%-40.7pp |
| Annual return | 14.79% | 15.96%-1.2pp | 116.20%-101.4pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,024 | $2,523-59.4% | $3,168-67.7% | $2,626-61.0% |
| Participant deferral / active EE | $1,731 | $4,325-60.0% | $5,013-65.5% | $4,350-60.2% |
| Admin fee / account holder | $18,566 | $2,220+736.4% | $10,961+69.4% | $1,946+854.2% |