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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 | $100,373 | $77,472+29.6% | $100,3920% | $80,935+24.0% |
| Participation rate | 43.2% | 76.9%-33.8pp | 81.5%-38.3pp | 67.7%-24.5pp |
| Annual return | 13.73% | 37.26%-23.5pp | 49.45%-35.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,156 | $6,818-68.4% | $8,090-73.3% | $4,299-49.8% |
| Admin fee / account holder | $8,367 | $5,885+42.2% | $7,904+5.9% | $6,924+20.8% |