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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 | $83,620 | $55,457+50.8% | $77,361+8.1% | $94,015-11.1% |
| Participation rate | 32.2% | 69.8%-37.6pp | 75.0%-42.7pp | 70.8%-38.6pp |
| Annual return | 16.07% | 15.57%+0.5pp | 1011.54%-995.5pp | 17.84%-1.8pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $993 | $3,069-67.7% | $3,911-74.6% | $4,249-76.6% |
| Admin fee / account holder | $9,440 | $4,334+117.8% | $5,894+60.2% | $8,951+5.5% |