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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 | $95,985 | $78,423+22.4% | $95,9640% | $79,856+20.2% |
| Participation rate | 42.3% | 73.5%-31.2pp | 77.1%-34.8pp | 69.6%-27.3pp |
| Annual return | 19.62% | 19.37%+0.2pp | 91.64%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,437 | $3,440-58.2% | $4,167-65.5% | $3,741-61.6% |
| Admin fee / account holder | $4,140 | $5,622-26.4% | $6,797-39.1% | $5,306-22.0% |