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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 | $109,622 | $105,200+4.2% | $159,474-31.3% | $85,847+27.7% |
| Participation rate | 25.5% | 75.8%-50.3pp | 82.8%-57.4pp | 69.3%-43.9pp |
| Annual return | 20.78% | 45.08%-24.3pp | 263.68%-242.9pp | 318.61%-297.8pp |
| Employer contribution / active EE | $925 | $3,319-72.1% | $4,831-80.8% | $2,565-63.9% |
| Participant deferral / active EE | $583 | $5,946-90.2% | $7,353-92.1% | $3,952-85.3% |
| Admin fee / account holder | $9,862 | $6,934+42.2% | $10,802-8.7% | $6,261+57.5% |