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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 | $93,116 | $100,073-7.0% | $85,126+9.4% | $145,877-36.2% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 14.37% | 84.11%-69.7pp | 66.63%-52.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $825 | $3,236-74.5% | $2,731-69.8% | $4,663-82.3% |
| Participant deferral / active EE | $900 | $5,294-83.0% | $4,523-80.1% | $6,691-86.5% |
| Admin fee / account holder | $305 | $7,261-95.8% | $6,160-95.1% | $13,402-97.7% |