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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 | $82,813 | $67,372+22.9% | $60,906+36.0% | $134,532-38.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -14.60% | 50.05%-64.6pp | 16.94%-31.5pp | 418.27%-432.9pp |
| Employer contribution / active EE | $868 | $3,099-72.0% | $2,703-67.9% | $4,741-81.7% |
| Participant deferral / active EE | $515 | $4,532-88.6% | $3,814-86.5% | $6,401-92.0% |
| Admin fee / account holder | $877 | $4,588-80.9% | $3,227-72.8% | $11,429-92.3% |