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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 | $153,181 | $79,181+93.5% | $102,423+49.6% | $74,429+105.8% |
| Participation rate | 23.0% | 74.8%-51.8pp | 76.5%-53.6pp | 67.2%-44.3pp |
| Annual return | 15.08% | 54.97%-39.9pp | 29.42%-14.3pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $1,102 | $2,362-53.4% | $3,023-63.6% | $2,625-58.0% |
| Participant deferral / active EE | $1,857 | $4,416-57.9% | $5,054-63.2% | $4,348-57.3% |
| Admin fee / account holder | $8,583 | $2,002+328.8% | $9,455-9.2% | $1,944+341.4% |