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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 | $90,778 | $85,766+5.8% | $136,298-33.4% | $70,126+29.5% |
| Participation rate | 65.6% | 74.2%-8.5pp | 81.9%-16.3pp | 69.5%-3.9pp |
| Annual return | 17.63% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $6,819 | $2,966+129.9% | $4,696+45.2% | $2,343+191.1% |
| Participant deferral / active EE | $1,117 | $5,051-77.9% | $6,247-82.1% | $3,332-66.5% |
| Admin fee / account holder | $3,266 | $5,421-39.7% | $9,244-64.7% | $4,645-29.7% |