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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 | $98,243 | $92,219+6.5% | $76,768+28.0% | $135,379-27.4% |
| Participation rate | 41.2% | 79.8%-38.6pp | 77.0%-35.8pp | 82.6%-41.5pp |
| Annual return | -3.76% | 5.46%-9.2pp | 2.43%-6.2pp | 519.79%-523.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $874 | $4,508-80.6% | $3,852-77.3% | $5,609-84.4% |
| Admin fee / account holder | $16,427 | $10,749+52.8% | $6,675+146.1% | $10,828+51.7% |