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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 | $78,059 | $46,596+67.5% | $64,099+21.8% | $75,181+3.8% |
| Participation rate | 8.2% | 65.9%-57.7pp | 72.3%-64.1pp | 67.2%-59.0pp |
| Annual return | 34.33% | 26.04%+8.3pp | 33.70%+0.6pp | 160.69%-126.4pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $210 | $2,837-92.6% | $3,881-94.6% | $4,126-94.9% |
| Admin fee / account holder | $588 | $2,954-80.1% | $3,070-80.9% | $5,650-89.6% |