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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 | $65,072+30.1% | $66,439+27.4% | $65,306+29.6% |
| Participation rate | 25.6% | 69.1%-43.4pp | 74.5%-48.9pp | 57.7%-32.0pp |
| Annual return | 10.78% | 21.50%-10.7pp | 757.66%-746.9pp | 21.94%-11.2pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $751 | $3,234-76.8% | $3,876-80.6% | $2,959-74.6% |
| Admin fee / account holder | $2,838 | $1,323+114.5% | $6,173-54.0% | $3,480-18.5% |