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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 | $89,994 | $107,733-16.5% | $92,985-3.2% | $154,746-41.8% |
| Participation rate | 12.5% | 74.6%-62.1pp | 69.5%-57.0pp | 80.7%-68.2pp |
| Annual return | 9.64% | 30.39%-20.7pp | 27.99%-18.3pp | 172.34%-162.7pp |
| Employer contribution / active EE | $626 | $3,126-80.0% | $2,662-76.5% | $4,379-85.7% |
| Participant deferral / active EE | $626 | $5,053-87.6% | $4,377-85.7% | $6,730-90.7% |
| Admin fee / account holder | $66,931 | $11,369+488.7% | $9,463+607.3% | $14,365+365.9% |