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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 | $84,880 | $78,690+7.9% | $161,489-47.4% | $87,485-3.0% |
| Participation rate | 14.5% | 67.5%-52.9pp | 78.7%-64.2pp | 68.9%-54.4pp |
| Annual return | 13.71% | 32.74%-19.0pp | 89.72%-76.0pp | 26.06%-12.3pp |
| Employer contribution / active EE | $355 | $2,588-86.3% | $4,268-91.7% | $2,596-86.3% |
| Participant deferral / active EE | $495 | $3,311-85.1% | $5,630-91.2% | $4,274-88.4% |
| Admin fee / account holder | $6,236 | $6,724-7.2% | $16,006-61.0% | $7,775-19.8% |