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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 | $74,750 | $65,034+14.9% | $90,970-17.8% | $79,856-6.4% |
| Participation rate | 36.8% | 61.6%-24.8pp | 69.0%-32.2pp | 69.6%-32.8pp |
| Annual return | 17.54% | 30.45%-12.9pp | 134.60%-117.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,067 | $2,512-57.5% | $3,373-68.4% | $3,741-71.5% |
| Admin fee / account holder | $1,474 | $4,536-67.5% | $5,961-75.3% | $5,306-72.2% |