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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 | $92,215 | $58,099+58.7% | $76,902+19.9% | $75,177+22.7% |
| Participation rate | 30.0% | 63.9%-33.9pp | 69.6%-39.6pp | 67.2%-37.2pp |
| Annual return | 16.42% | 26.71%-10.3pp | 37.91%-21.5pp | 160.75%-144.3pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $684 | $2,999-77.2% | $3,833-82.1% | $4,126-83.4% |
| Admin fee / account holder | $2,521 | $4,778-47.2% | $5,479-54.0% | $5,651-55.4% |