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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 | $190,082 | $106,923+77.8% | $84,023+126.2% | $152,909+24.3% |
| Participation rate | 27.3% | 75.3%-48.0pp | 69.0%-41.7pp | 82.5%-55.2pp |
| Annual return | 19.81% | 105.02%-85.2pp | 71.32%-51.5pp | 345.46%-325.7pp |
| Employer contribution / active EE | $524 | $2,735-80.8% | $1,984-73.6% | $4,764-89.0% |
| Participant deferral / active EE | $738 | $4,013-81.6% | $3,239-77.2% | $5,851-87.4% |
| Admin fee / account holder | $6,703 | $8,289-19.1% | $6,102+9.9% | $11,601-42.2% |