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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 | $86,597 | $85,171+1.7% | $172,752-49.9% | $72,975+18.7% |
| Participation rate | 8.3% | 70.1%-61.7pp | 82.6%-74.3pp | 69.5%-61.2pp |
| Annual return | 21.61% | 27.32%-5.7pp | 802.97%-781.4pp | 81.01%-59.4pp |
| Employer contribution / active EE | $422 | $3,324-87.3% | $5,144-91.8% | $2,440-82.7% |
| Participant deferral / active EE | $761 | $3,260-76.7% | $5,198-85.4% | $3,608-78.9% |
| Admin fee / account holder | $7,150 | $5,880+21.6% | $13,955-48.8% | $5,124+39.5% |