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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 | $101,813 | $104,251-2.3% | $91,004+11.9% | $147,586-31.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 22.72% | 27.06%-4.3pp | 4.60%+18.1pp | 578.59%-555.9pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $142 | $4,195-96.6% | $3,548-96.0% | $5,439-97.4% |
| Admin fee / account holder | $853 | $8,948-90.5% | $5,417-84.3% | $10,886-92.2% |