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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 | $106,387 | $103,008+3.3% | $90,304+17.8% | $152,897-30.4% |
| Participation rate | 23.5% | 75.9%-52.3pp | 73.3%-49.7pp | 82.5%-58.9pp |
| Annual return | 14.92% | 95.22%-80.3pp | 78.13%-63.2pp | 345.43%-330.5pp |
| Employer contribution / active EE | $512 | $3,139-83.7% | $2,855-82.1% | $4,764-89.3% |
| Participant deferral / active EE | $533 | $4,281-87.6% | $3,885-86.3% | $5,851-90.9% |
| Admin fee / account holder | $524 | $6,175-91.5% | $5,354-90.2% | $11,599-95.5% |