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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 | $103,524 | $78,425+32.0% | $95,956+7.9% | $79,858+29.6% |
| Participation rate | 27.5% | 73.5%-46.0pp | 77.1%-49.5pp | 69.6%-42.1pp |
| Annual return | 26.08% | 19.37%+6.7pp | 91.63%-65.6pp | 31.72%-5.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $699 | $3,440-79.7% | $4,167-83.2% | $3,740-81.3% |
| Admin fee / account holder | $3,760 | $5,622-33.1% | $6,797-44.7% | $5,306-29.1% |