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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 | $95,597 | $88,203+8.4% | $165,100-42.1% | $74,478+28.4% |
| Participation rate | 25.7% | 73.1%-47.5pp | 78.6%-52.9pp | 67.2%-41.5pp |
| Annual return | 24.71% | 17.13%+7.6pp | 70.21%-45.5pp | 1370.56%-1345.9pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $872 | $4,505-80.7% | $6,035-85.6% | $4,350-80.0% |
| Admin fee / account holder | $1,840 | $2,235-17.7% | $12,696-85.5% | $1,946-5.4% |