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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 | $79,937 | $111,785-28.5% | $93,669-14.7% | $145,877-45.2% |
| Participation rate | 23.1% | 74.2%-51.2pp | 68.7%-45.6pp | 80.3%-57.2pp |
| Annual return | 12.65% | 203.79%-191.1pp | 133.59%-120.9pp | 551.28%-538.6pp |
| Employer contribution / active EE | $669 | $3,096-78.4% | $2,424-72.4% | $4,663-85.6% |
| Participant deferral / active EE | $864 | $4,919-82.4% | $4,416-80.4% | $6,691-87.1% |
| Admin fee / account holder | $13,610 | $10,256+32.7% | $8,291+64.1% | $13,402+1.5% |