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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 | $110,468 | $110,551-0.1% | $80,741+36.8% | $167,536-34.1% |
| Participation rate | 18.2% | 64.0%-45.8pp | 54.2%-36.0pp | 82.1%-63.9pp |
| Annual return | 5.76% | 120.57%-114.8pp | 87.30%-81.5pp | 478.82%-473.1pp |
| Employer contribution / active EE | $38 | $1,543-97.5% | $1,160-96.7% | $4,839-99.2% |
| Participant deferral / active EE | $73 | $2,870-97.5% | $2,145-96.6% | $6,342-98.9% |
| Admin fee / account holder | $5,878 | $4,547+29.3% | $3,380+73.9% | $12,315-52.3% |