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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 | $105,187 | $132,634-20.7% | $115,768-9.1% | $137,256-23.4% |
| Participation rate | 9.1% | 77.9%-68.8pp | 74.4%-65.3pp | 80.0%-70.9pp |
| Annual return | 15.52% | 160.70%-145.2pp | 100.46%-84.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $771 | $5,619-86.3% | $4,917-84.3% | $6,407-88.0% |
| Admin fee / account holder | $32,706 | $15,028+117.6% | $12,439+162.9% | $12,270+166.5% |