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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 | $98,587 | $79,209+24.5% | $102,434-3.8% | $74,459+32.4% |
| Participation rate | 31.5% | 74.8%-43.2pp | 76.5%-45.0pp | 67.2%-35.7pp |
| Annual return | 11.67% | 54.98%-43.3pp | 29.46%-17.8pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $1,006 | $2,362-57.4% | $3,023-66.7% | $2,626-61.7% |
| Participant deferral / active EE | $1,589 | $4,417-64.0% | $5,055-68.6% | $4,350-63.5% |
| Admin fee / account holder | $2,937 | $2,002+46.7% | $9,462-69.0% | $1,945+51.0% |