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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 | $93,766 | $81,208+15.5% | $98,916-5.2% | $79,858+17.4% |
| Participation rate | 12.5% | 72.5%-60.0pp | 76.0%-63.5pp | 69.6%-57.1pp |
| Annual return | 21.83% | 60.99%-39.2pp | 196.45%-174.6pp | 31.72%-9.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $349 | $3,265-89.3% | $4,245-91.8% | $3,740-90.7% |
| Admin fee / account holder | $20,242 | $6,013+236.7% | $6,642+204.7% | $5,306+281.5% |