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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 | $66,862 | $63,346+5.6% | $92,240-27.5% | $70,126-4.7% |
| Participation rate | 26.1% | 68.7%-42.6pp | 76.5%-50.4pp | 69.5%-43.5pp |
| Annual return | 18.02% | 530.19%-512.2pp | 176.29%-158.3pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $719 | $2,854-74.8% | $3,897-81.5% | $3,332-78.4% |
| Admin fee / account holder | $370 | $3,841-90.4% | $5,194-92.9% | $4,645-92.0% |