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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 | $103,269 | $99,079+4.2% | $78,002+32.4% | $273,972-62.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 7.74% | 217.93%-210.2pp | 425.99%-418.2pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,458 | $3,308-25.7% | $2,470-0.5% | $4,869-49.5% |
| Participant deferral / active EE | $832 | $4,306-80.7% | $3,497-76.2% | $5,287-84.3% |
| Admin fee / account holder | $1,532 | $8,954-82.9% | $5,481-72.1% | $10,133-84.9% |