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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 | $93,818 | $65,961+42.2% | $180,320-48.0% | $94,015-0.2% |
| Participation rate | 25.5% | 61.3%-35.8pp | 71.5%-46.1pp | 70.8%-45.4pp |
| Annual return | 15.18% | 14.27%+0.9pp | 778.54%-763.4pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $973 | $3,003-67.6% | $4,304-77.4% | $4,249-77.1% |
| Admin fee / account holder | $1,233 | $4,901-74.9% | $10,000-87.7% | $8,951-86.2% |