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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 | $105,681 | $95,917+10.2% | $79,583+32.8% | $134,545-21.5% |
| Participation rate | 37.5% | 75.0%-37.5pp | 69.5%-32.0pp | 81.2%-43.7pp |
| Annual return | -18.60% | -2.70%-15.9pp | 0.16%-18.8pp | 418.37%-437.0pp |
| Employer contribution / active EE | $676 | $3,129-78.4% | $2,414-72.0% | $4,742-85.7% |
| Participant deferral / active EE | $933 | $4,694-80.1% | $3,986-76.6% | $6,401-85.4% |
| Admin fee / account holder | $915 | $9,132-90.0% | $6,835-86.6% | $11,431-92.0% |