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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 | $151,038 | $53,063+184.6% | $124,206+21.6% | $82,637+82.8% |
| Participation rate | 17.6% | 58.4%-40.8pp | 69.6%-51.9pp | 68.1%-50.4pp |
| Annual return | 13.66% | 68.87%-55.2pp | 515.27%-501.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $352 | $1,530-77.0% | $3,540-90.0% | $2,552-86.2% |
| Participant deferral / active EE | $673 | $2,644-74.5% | $3,968-83.0% | $4,126-83.7% |
| Admin fee / account holder | $37,525 | $4,281+776.6% | $5,929+533.0% | $7,339+411.3% |