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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 | $75,432 | $62,672+20.4% | $185,117-59.3% | $70,124+7.6% |
| Participation rate | 9.8% | 63.8%-54.0pp | 77.3%-67.5pp | 69.5%-59.7pp |
| Annual return | 37.56% | 40.79%-3.2pp | 40.50%-2.9pp | 73.14%-35.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $25 | $3,272-99.3% | $5,045-99.5% | $3,332-99.3% |
| Admin fee / account holder | $480 | $3,932-87.8% | $8,159-94.1% | $4,645-89.7% |