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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 | $87,616 | $95,406-8.2% | $185,849-52.9% | $85,847+2.1% |
| Participation rate | 12.1% | 68.8%-56.6pp | 81.7%-69.6pp | 69.3%-57.2pp |
| Annual return | 16.11% | 23.59%-7.5pp | 122.10%-106.0pp | 318.61%-302.5pp |
| Employer contribution / active EE | $430 | $3,314-87.0% | $5,169-91.7% | $2,565-83.2% |
| Participant deferral / active EE | $843 | $3,424-75.4% | $5,569-84.9% | $3,952-78.7% |
| Admin fee / account holder | $5,820 | $7,214-19.3% | $16,244-64.2% | $6,261-7.0% |