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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 | $83,472 | $58,311+43.2% | $81,882+1.9% | $80,959+3.1% |
| Participation rate | 9.3% | 63.5%-54.2pp | 72.4%-63.1pp | 67.7%-58.3pp |
| Annual return | 36.55% | 41.85%-5.3pp | 779.47%-742.9pp | 35.67%+0.9pp |
| Employer contribution / active EE | $307 | $2,347-86.9% | $2,916-89.5% | $2,757-88.9% |
| Participant deferral / active EE | $550 | $3,287-83.3% | $4,323-87.3% | $4,300-87.2% |
| Admin fee / account holder | $2,717 | $4,752-42.8% | $7,360-63.1% | $6,925-60.8% |