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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 | $125,745 | $52,911+137.7% | $73,309+71.5% | $59,633+110.9% |
| Participation rate | 53.6% | 68.2%-14.6pp | 74.9%-21.3pp | 68.7%-15.1pp |
| Annual return | 93.63% | 12.20%+81.4pp | 5.67%+88.0pp | 2041.45%-1947.8pp |
| Employer contribution / active EE | $236 | $1,909-87.6% | $3,237-92.7% | $2,203-89.3% |
| Participant deferral / active EE | $1,684 | $4,069-58.6% | $4,991-66.3% | $3,192-47.2% |
| Admin fee / account holder | $1,764 | $3,835-54.0% | $5,635-68.7% | $4,297-59.0% |