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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 | $100,097 | $70,418+42.1% | $96,570+3.7% | $85,847+16.6% |
| Participation rate | 34.0% | 61.8%-27.8pp | 69.8%-35.9pp | 69.3%-35.4pp |
| Annual return | 62.56% | 18.59%+44.0pp | 37.79%+24.8pp | 318.61%-256.0pp |
| Employer contribution / active EE | $825 | $1,413-41.6% | $2,357-65.0% | $2,565-67.8% |
| Participant deferral / active EE | $1,160 | $2,894-59.9% | $3,849-69.9% | $3,952-70.7% |
| Admin fee / account holder | $10,000 | $4,995+100.2% | $6,182+61.8% | $6,261+59.7% |