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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 | $159,261 | $91,525+74.0% | $130,026+22.5% | $75,181+111.8% |
| Participation rate | 31.9% | 71.4%-39.6pp | 78.5%-46.6pp | 67.2%-35.3pp |
| Annual return | 22.54% | -631.40%+653.9pp | -137.26%+159.8pp | 160.69%-138.1pp |
| Employer contribution / active EE | $875 | $2,844-69.2% | $4,321-79.7% | $2,671-67.2% |
| Participant deferral / active EE | $1,510 | $4,342-65.2% | $5,821-74.1% | $4,126-63.4% |
| Admin fee / account holder | $435 | $6,778-93.6% | $10,608-95.9% | $5,650-92.3% |