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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 | $102,349 | $82,678+23.8% | $125,391-18.4% | $68,490+49.4% |
| Participation rate | 58.6% | 75.1%-16.4pp | 82.4%-23.8pp | 67.9%-9.3pp |
| Annual return | 18.28% | -5.97%+24.2pp | 572.41%-554.1pp | -7.85%+26.1pp |
| Employer contribution / active EE | $921 | $3,382-72.8% | $4,816-80.9% | $2,597-64.5% |
| Participant deferral / active EE | $2,330 | $6,111-61.9% | $7,448-68.7% | $4,028-42.2% |
| Admin fee / account holder | $1,443 | $6,277-77.0% | $10,009-85.6% | $5,403-73.3% |