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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 | $86,096 | $102,422-15.9% | $147,117-41.5% | $80,959+6.3% |
| Participation rate | 14.3% | 75.9%-61.6pp | 82.2%-67.9pp | 67.7%-53.4pp |
| Annual return | 18.88% | 135.16%-116.3pp | 420.54%-401.7pp | 35.67%-16.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $874 | $6,652-86.9% | $8,065-89.2% | $4,300-79.7% |
| Admin fee / account holder | $4,048 | $7,953-49.1% | $12,993-68.8% | $6,925-41.5% |