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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 | $86,229 | $86,298-0.1% | $111,308-22.5% | $85,847+0.4% |
| Participation rate | 52.0% | 73.3%-21.3pp | 77.3%-25.3pp | 69.3%-17.3pp |
| Annual return | 11.42% | 19.99%-8.6pp | 54.67%-43.2pp | 318.61%-307.2pp |
| Employer contribution / active EE | $940 | $2,044-54.0% | $2,732-65.6% | $2,565-63.4% |
| Participant deferral / active EE | $1,597 | $3,641-56.1% | $4,487-64.4% | $3,952-59.6% |
| Admin fee / account holder | $1,077 | $8,189-86.9% | $7,965-86.5% | $6,261-82.8% |