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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 | $102,125 | $78,690+29.8% | $161,489-36.8% | $87,485+16.7% |
| Participation rate | 40.0% | 67.5%-27.5pp | 78.7%-38.7pp | 68.9%-28.9pp |
| Annual return | 13.54% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $651 | $3,311-80.3% | $5,630-88.4% | $4,274-84.8% |
| Admin fee / account holder | $18,302 | $6,724+172.2% | $16,006+14.3% | $7,775+135.4% |