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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 | $100,004-9.3% | $81,438+11.4% | $145,959-37.8% |
| Participation rate | 38.5% | 74.2%-35.7pp | 69.5%-31.0pp | 80.3%-41.8pp |
| Annual return | 9.10% | 34.34%-25.2pp | 24.74%-15.6pp | 561.95%-552.9pp |
| Employer contribution / active EE | $634 | $2,970-78.7% | $2,460-74.3% | $4,661-86.4% |
| Participant deferral / active EE | $634 | $4,603-86.2% | $3,883-83.7% | $6,689-90.5% |
| Admin fee / account holder | $16,667 | $8,202+103.2% | $5,764+189.2% | $13,398+24.4% |