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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 | $179,760 | $86,298+108.3% | $111,308+61.5% | $85,847+109.4% |
| Participation rate | 11.1% | 73.3%-62.2pp | 77.3%-66.2pp | 69.3%-58.2pp |
| Annual return | 11.69% | 19.99%-8.3pp | 54.67%-43.0pp | 318.61%-306.9pp |
| Employer contribution / active EE | $1,044 | $2,044-48.9% | $2,732-61.8% | $2,565-59.3% |
| Participant deferral / active EE | $1,359 | $3,641-62.7% | $4,487-69.7% | $3,952-65.6% |
| Admin fee / account holder | $306,469 | $8,189+3642.3% | $7,965+3747.6% | $6,261+4795.2% |