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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 | $93,602 | $70,684+32.4% | $169,390-44.7% | $75,173+24.5% |
| Participation rate | 28.0% | 64.8%-36.8pp | 77.2%-49.2pp | 67.2%-39.2pp |
| Annual return | 14.76% | 36.38%-21.6pp | 406.07%-391.3pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $927 | $4,310-78.5% | $6,222-85.1% | $4,126-77.5% |
| Admin fee / account holder | $7,570 | $5,404+40.1% | $9,015-16.0% | $5,651+34.0% |