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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 | $105,115 | $95,975+9.5% | $74,549+41.0% | $135,379-22.4% |
| Participation rate | 36.8% | 75.7%-38.8pp | 69.1%-32.3pp | 82.6%-45.8pp |
| Annual return | 9.58% | 56.96%-47.4pp | 32.53%-22.9pp | 519.79%-510.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $406 | $3,844-89.4% | $3,108-86.9% | $5,609-92.8% |
| Admin fee / account holder | $2,880 | $6,522-55.8% | $5,059-43.1% | $10,828-73.4% |