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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 | $213,131 | $80,781+163.8% | $102,437+108.1% | $74,478+186.2% |
| Participation rate | 25.7% | 65.7%-40.0pp | 74.5%-48.8pp | 67.2%-41.5pp |
| Annual return | 16.17% | 27.58%-11.4pp | 24.95%-8.8pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $850 | $3,160-73.1% | $3,871-78.0% | $2,626-67.6% |
| Participant deferral / active EE | $1,369 | $3,862-64.6% | $5,060-73.0% | $4,350-68.5% |
| Admin fee / account holder | $6,119 | $2,372+157.9% | $8,388-27.1% | $1,946+214.4% |