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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 | $69,956 | $55,402+26.3% | $76,089-8.1% | $77,714-10.0% |
| Participation rate | 17.4% | 63.6%-46.2pp | 69.1%-51.7pp | 70.6%-53.2pp |
| Annual return | 17.25% | 17.09%+0.2pp | 360.94%-343.7pp | 31.26%-14.0pp |
| Employer contribution / active EE | $543 | $1,789-69.6% | $2,690-79.8% | $2,727-80.1% |
| Participant deferral / active EE | $941 | $3,450-72.7% | $4,259-77.9% | $4,649-79.8% |
| Admin fee / account holder | $6,258 | $410+1425.7% | $6,418-2.5% | $433+1344.3% |