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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 | $100,893 | $47,479+112.5% | $62,929+60.3% | $82,448+22.4% |
| Participation rate | 60.7% | 66.9%-6.2pp | 73.1%-12.4pp | 68.1%-7.4pp |
| Annual return | 16.93% | 20.34%-3.4pp | 1063.93%-1047.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,900 | $1,885+53.8% | $2,505+15.8% | $2,551+13.7% |
| Participant deferral / active EE | $335 | $2,870-88.3% | $3,888-91.4% | $4,139-91.9% |
| Admin fee / account holder | $1,152 | $3,804-69.7% | $5,065-77.3% | $7,234-84.1% |