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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 | $117,253 | $59,467+97.2% | $93,727+25.1% | $74,478+57.4% |
| Participation rate | 24.1% | 59.6%-35.5pp | 68.7%-44.6pp | 67.2%-43.1pp |
| Annual return | 15.94% | 82.14%-66.2pp | 133.83%-117.9pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $1,627 | $1,267+28.4% | $2,421-32.8% | $2,626-38.1% |
| Participant deferral / active EE | $926 | $3,052-69.7% | $4,417-79.0% | $4,350-78.7% |
| Admin fee / account holder | $22,368 | $3,028+638.6% | $8,292+169.8% | $1,946+1049.6% |