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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 | $153,911 | $79,223+94.3% | $102,460+50.2% | $74,478+106.7% |
| Participation rate | 34.9% | 74.8%-39.8pp | 76.5%-41.6pp | 67.2%-32.3pp |
| Annual return | 18.73% | 54.98%-36.2pp | 29.47%-10.7pp | 1370.56%-1351.8pp |
| Employer contribution / active EE | $895 | $2,363-62.1% | $3,025-70.4% | $2,626-65.9% |
| Participant deferral / active EE | $2,111 | $4,417-52.2% | $5,056-58.2% | $4,350-51.5% |
| Admin fee / account holder | $8,559 | $2,003+327.3% | $9,460-9.5% | $1,946+339.9% |