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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 | $102,847 | $94,439+8.9% | $73,658+39.6% | $154,746-33.5% |
| Participation rate | 4.3% | 64.7%-60.3pp | 57.0%-52.7pp | 80.7%-76.4pp |
| Annual return | 11.48% | 28.25%-16.8pp | 29.72%-18.2pp | 172.34%-160.9pp |
| Employer contribution / active EE | $47 | $1,257-96.3% | $1,032-95.5% | $4,379-98.9% |
| Participant deferral / active EE | $225 | $2,527-91.1% | $2,062-89.1% | $6,730-96.7% |
| Admin fee / account holder | $4,072 | $3,843+6.0% | $3,357+21.3% | $14,365-71.7% |