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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 | $87,455 | $100,073-12.6% | $85,126+2.7% | $145,877-40.0% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.1pp |
| Annual return | 9.92% | 84.11%-74.2pp | 66.63%-56.7pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $785 | $5,294-85.2% | $4,523-82.7% | $6,691-88.3% |
| Admin fee / account holder | $924 | $7,261-87.3% | $6,160-85.0% | $13,402-93.1% |