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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 | $100,139-12.7% | $85,187+2.7% | $145,884-40.1% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.1pp |
| Annual return | 9.92% | 84.15%-74.2pp | 66.67%-56.7pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $785 | $5,296-85.2% | $4,525-82.7% | $6,690-88.3% |
| Admin fee / account holder | $924 | $7,262-87.3% | $6,162-85.0% | $13,392-93.1% |