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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 | $84,659 | $65,084+30.1% | $67,681+25.1% | $64,340+31.6% |
| Participation rate | 25.6% | 66.7%-41.1pp | 73.7%-48.1pp | 55.2%-29.6pp |
| Annual return | 10.78% | 20.50%-9.7pp | 590.58%-579.8pp | 24.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $751 | $3,210-76.6% | $3,976-81.1% | $2,980-74.8% |
| Admin fee / account holder | $2,838 | $1,415+100.5% | $6,100-53.5% | $3,703-23.4% |