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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 | $99,856 | $99,8750% | $146,866-32.0% | $86,983+14.8% |
| Participation rate | 29.3% | 75.8%-46.5pp | 82.5%-53.2pp | 69.5%-40.3pp |
| Annual return | 14.40% | 28.10%-13.7pp | 102.85%-88.5pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,078 | $6,322-83.0% | $7,759-86.1% | $4,194-74.3% |
| Admin fee / account holder | $3,694 | $7,838-52.9% | $13,620-72.9% | $7,856-53.0% |