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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 | $95,678 | $85,766+11.6% | $136,298-29.8% | $70,126+36.4% |
| Participation rate | 39.2% | 74.2%-34.9pp | 81.9%-42.7pp | 69.5%-30.3pp |
| Annual return | 17.43% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $981 | $2,966-66.9% | $4,696-79.1% | $2,343-58.1% |
| Participant deferral / active EE | $1,777 | $5,051-64.8% | $6,247-71.5% | $3,332-46.7% |
| Admin fee / account holder | $994 | $5,421-81.7% | $9,244-89.2% | $4,645-78.6% |