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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 | $107,683 | $81,643+31.9% | $70,462+52.8% | $158,950-32.3% |
| Participation rate | 28.6% | 77.7%-49.2pp | 75.1%-46.5pp | 82.0%-53.4pp |
| Annual return | 12.23% | 208.51%-196.3pp | 109.08%-96.8pp | 302.91%-290.7pp |
| Employer contribution / active EE | $386 | $3,218-88.0% | $2,737-85.9% | $4,762-91.9% |
| Participant deferral / active EE | $820 | $4,555-82.0% | $3,710-77.9% | $5,983-86.3% |
| Admin fee / account holder | $4,313 | $6,194-30.4% | $3,845+12.2% | $11,248-61.7% |