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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 | $148,158 | $87,060+70.2% | $105,591+40.3% | $80,911+83.1% |
| Participation rate | 18.2% | 70.4%-52.3pp | 75.3%-57.1pp | 67.6%-49.5pp |
| Annual return | 36.25% | 17.05%+19.2pp | 116.43%-80.2pp | 35.63%+0.6pp |
| Employer contribution / active EE | $1,310 | $2,396-45.3% | $3,166-58.6% | $2,756-52.5% |
| Participant deferral / active EE | $1,301 | $3,986-67.4% | $5,008-74.0% | $4,297-69.7% |
| Admin fee / account holder | $66,344 | $8,442+685.8% | $11,024+501.8% | $6,935+856.7% |