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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 | $79,181+94.4% | $102,423+50.3% | $74,429+106.8% |
| Participation rate | 34.9% | 74.8%-39.9pp | 76.5%-41.6pp | 67.2%-32.3pp |
| Annual return | 18.73% | 54.97%-36.2pp | 29.42%-10.7pp | 1368.38%-1349.7pp |
| Employer contribution / active EE | $895 | $2,362-62.1% | $3,023-70.4% | $2,625-65.9% |
| Participant deferral / active EE | $2,111 | $4,416-52.2% | $5,054-58.2% | $4,348-51.4% |
| Admin fee / account holder | $8,559 | $2,002+327.6% | $9,455-9.5% | $1,944+340.2% |