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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 | $56,116+169.2% | $135,768+11.2% | $86,983+73.6% |
| Participation rate | 17.6% | 60.1%-42.5pp | 71.1%-53.4pp | 69.5%-51.9pp |
| Annual return | 13.66% | 125.33%-111.7pp | 526.10%-512.4pp | 25.83%-12.2pp |
| Employer contribution / active EE | $352 | $1,528-76.9% | $3,394-89.6% | $2,584-86.4% |
| Participant deferral / active EE | $673 | $2,690-75.0% | $3,977-83.1% | $4,194-83.9% |
| Admin fee / account holder | $37,525 | $4,314+769.9% | $7,048+432.4% | $7,856+377.7% |