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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 | $73,095 | $78,423-6.8% | $95,964-23.8% | $79,856-8.5% |
| Participation rate | 37.8% | 73.5%-35.7pp | 77.1%-39.2pp | 69.6%-31.8pp |
| Annual return | 46.02% | 19.37%+26.7pp | 91.64%-45.6pp | 31.71%+14.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $399 | $3,440-88.4% | $4,167-90.4% | $3,741-89.3% |
| Admin fee / account holder | $404 | $5,622-92.8% | $6,797-94.1% | $5,306-92.4% |