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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 | $108,026 | $65,566+64.8% | $86,235+25.3% | $75,177+43.7% |
| Participation rate | 63.3% | 60.5%+2.8pp | 69.0%-5.6pp | 67.2%-3.9pp |
| Annual return | 15.40% | 46.07%-30.7pp | 1170.03%-1154.6pp | 160.75%-145.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $965 | $3,023-68.1% | $3,987-75.8% | $4,126-76.6% |
| Admin fee / account holder | $340 | $5,470-93.8% | $6,856-95.0% | $5,651-94.0% |