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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 | $94,524 | $72,388+30.6% | $111,392-15.1% | $64,173+47.3% |
| Participation rate | 34.7% | 70.5%-35.8pp | 78.9%-44.2pp | 69.6%-34.9pp |
| Annual return | 103.74% | -1.50%+105.2pp | -2.06%+105.8pp | 7.63%+96.1pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $576 | $4,241-86.4% | $5,567-89.7% | $3,470-83.4% |
| Admin fee / account holder | $473 | $5,719-91.7% | $12,266-96.1% | $4,887-90.3% |