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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 | $122,498 | $104,829+16.9% | $142,942-14.3% | $79,634+53.8% |
| Participation rate | 3.5% | 66.2%-62.7pp | 76.8%-73.3pp | 62.5%-59.0pp |
| Annual return | 14.71% | 15.48%-0.8pp | 113.70%-99.0pp | 36.46%-21.7pp |
| Employer contribution / active EE | $295 | $3,867-92.4% | $4,139-92.9% | $2,529-88.4% |
| Participant deferral / active EE | $676 | $5,222-87.1% | $7,128-90.5% | $3,835-82.4% |
| Admin fee / account holder | $1,347 | $887+51.9% | $12,475-89.2% | $1,002+34.4% |