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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 | $95,028 | $102,245-7.1% | $89,340+6.4% | $137,256-30.8% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 16.89% | 21.89%-5.0pp | 20.57%-3.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $171 | $2,529-93.2% | $2,231-92.3% | $4,156-95.9% |
| Participant deferral / active EE | $717 | $4,436-83.8% | $3,823-81.2% | $6,407-88.8% |
| Admin fee / account holder | $2,867 | $8,085-64.5% | $6,704-57.2% | $12,270-76.6% |