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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 | $126,659 | $118,875+6.5% | $96,572+31.2% | $167,553-24.4% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 11.80% | 50.50%-38.7pp | 37.79%-26.0pp | 478.89%-467.1pp |
| Employer contribution / active EE | $601 | $3,121-80.7% | $2,357-74.5% | $4,840-87.6% |
| Participant deferral / active EE | $829 | $4,617-82.0% | $3,850-78.5% | $6,343-86.9% |
| Admin fee / account holder | $935 | $8,070-88.4% | $6,183-84.9% | $12,316-92.4% |