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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 | $84,632 | $79,089+7.0% | $100,392-15.7% | $74,459+13.7% |
| Participation rate | 27.5% | 79.4%-51.9pp | 81.5%-54.0pp | 67.2%-39.7pp |
| Annual return | 23.87% | 20.61%+3.3pp | 49.45%-25.6pp | 1369.70%-1345.8pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $875 | $7,747-88.7% | $8,090-89.2% | $4,350-79.9% |
| Admin fee / account holder | $9,235 | $1,336+591.2% | $7,904+16.8% | $1,945+374.9% |