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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 | $101,717 | $100,279+1.4% | $81,353+25.0% | $145,884-30.3% |
| Participation rate | 5.9% | 74.3%-68.4pp | 69.5%-63.7pp | 80.3%-74.4pp |
| Annual return | 9.00% | 34.49%-25.5pp | 24.82%-15.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $447 | $4,611-90.3% | $3,885-88.5% | $6,690-93.3% |
| Admin fee / account holder | $3,016 | $8,206-63.3% | $5,766-47.7% | $13,392-77.5% |