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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 | $100,279-9.5% | $81,353+11.5% | $145,884-37.8% |
| Participation rate | 38.5% | 74.3%-35.8pp | 69.5%-31.1pp | 80.3%-41.8pp |
| Annual return | 9.10% | 34.49%-25.4pp | 24.82%-15.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $634 | $2,979-78.7% | $2,464-74.3% | $4,662-86.4% |
| Participant deferral / active EE | $634 | $4,611-86.3% | $3,885-83.7% | $6,690-90.5% |
| Admin fee / account holder | $16,667 | $8,206+103.1% | $5,766+189.0% | $13,392+24.5% |