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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 | $105,658 | $80,705+30.9% | $115,768-8.7% | $67,986+55.4% |
| Participation rate | 21.2% | 63.0%-41.8pp | 74.4%-53.2pp | 57.2%-36.1pp |
| Annual return | 34.09% | 18.49%+15.6pp | 100.46%-66.4pp | 31.67%+2.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $906 | $3,559-74.5% | $4,917-81.6% | $3,358-73.0% |
| Admin fee / account holder | $12,327 | $4,135+198.1% | $12,439-0.9% | $3,203+284.8% |