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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 | $90,738 | $100,262-9.5% | $81,370+11.5% | $145,897-37.8% |
| Participation rate | 38.5% | 74.3%-35.8pp | 69.5%-31.1pp | 80.3%-41.8pp |
| Annual return | 9.10% | 34.52%-25.4pp | 24.85%-15.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $634 | $2,979-78.7% | $2,464-74.3% | $4,663-86.4% |
| Participant deferral / active EE | $634 | $4,612-86.3% | $3,885-83.7% | $6,689-90.5% |
| Admin fee / account holder | $16,667 | $8,163+104.2% | $5,749+189.9% | $13,390+24.5% |