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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 | $119,142 | $80,731+47.6% | $103,374+15.3% | $74,546+59.8% |
| Participation rate | 38.6% | 65.7%-27.1pp | 74.5%-35.9pp | 67.2%-28.6pp |
| Annual return | 12.13% | 27.56%-15.4pp | 24.89%-12.8pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $3,632 | $3,158+15.0% | $3,869-6.1% | $2,624+38.4% |
| Participant deferral / active EE | $966 | $3,860-75.0% | $5,058-80.9% | $4,347-77.8% |
| Admin fee / account holder | $12,854 | $2,369+442.7% | $8,394+53.1% | $1,944+561.4% |