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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 | $78,781 | $77,145+2.1% | $108,410-27.3% | $85,856-8.2% |
| Participation rate | 55.8% | 74.7%-18.9pp | 80.1%-24.3pp | 69.3%-13.5pp |
| Annual return | 16.24% | 44.54%-28.3pp | 905.34%-889.1pp | 318.58%-302.3pp |
| Employer contribution / active EE | $454 | $2,379-80.9% | $3,558-87.3% | $2,565-82.3% |
| Participant deferral / active EE | $2,337 | $5,566-58.0% | $6,562-64.4% | $3,952-40.9% |
| Admin fee / account holder | $2,873 | $5,172-44.4% | $7,296-60.6% | $6,261-54.1% |