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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 | $105,924 | $118,708-10.8% | $98,920+7.1% | $158,966-33.4% |
| Participation rate | 22.2% | 77.8%-55.6pp | 76.0%-53.8pp | 82.0%-59.7pp |
| Annual return | 26.63% | 372.49%-345.9pp | 196.47%-169.8pp | 302.95%-276.3pp |
| Employer contribution / active EE | $580 | $3,334-82.6% | $2,689-78.4% | $4,762-87.8% |
| Participant deferral / active EE | $694 | $5,089-86.4% | $4,245-83.6% | $5,983-88.4% |
| Admin fee / account holder | $472 | $10,134-95.3% | $6,643-92.9% | $11,250-95.8% |