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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 | $202,524 | $102,429+97.7% | $147,096+37.7% | $80,925+150.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 82.2%-57.2pp | 67.7%-42.7pp |
| Annual return | 15.41% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $910 | $3,716-75.5% | $4,936-81.6% | $2,756-67.0% |
| Participant deferral / active EE | $2,458 | $6,649-63.0% | $8,071-69.5% | $4,299-42.8% |
| Admin fee / account holder | $4,606 | $7,957-42.1% | $13,005-64.6% | $6,940-33.6% |