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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 | $74,070 | $64,324+15.2% | $118,946-37.7% | $79,852-7.2% |
| Participation rate | 21.0% | 64.9%-43.9pp | 75.4%-54.4pp | 69.6%-48.7pp |
| Annual return | 10.80% | 86.45%-75.6pp | 35.89%-25.1pp | 31.72%-20.9pp |
| Employer contribution / active EE | $600 | $1,836-67.3% | $3,263-81.6% | $2,471-75.7% |
| Participant deferral / active EE | $906 | $2,824-67.9% | $4,266-78.8% | $3,740-75.8% |
| Admin fee / account holder | $6,700 | $4,040+65.8% | $6,581+1.8% | $5,306+26.3% |