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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 | $98,073 | $80,705+21.5% | $115,768-15.3% | $67,986+44.3% |
| Participation rate | 25.7% | 63.0%-37.3pp | 74.4%-48.7pp | 57.2%-31.5pp |
| Annual return | 13.10% | 18.49%-5.4pp | 100.46%-87.4pp | 31.67%-18.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,352 | $3,559-62.0% | $4,917-72.5% | $3,358-59.8% |
| Admin fee / account holder | $27,381 | $4,135+562.1% | $12,439+120.1% | $3,203+754.8% |