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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 | $96,341 | $101,795-5.4% | $165,100-41.6% | $80,959+19.0% |
| Participation rate | 8.8% | 71.8%-63.0pp | 78.6%-69.8pp | 67.7%-58.8pp |
| Annual return | 15.24% | 16.73%-1.5pp | 70.21%-55.0pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $423 | $4,476-90.5% | $6,035-93.0% | $4,300-90.2% |
| Admin fee / account holder | $44,590 | $8,221+442.4% | $12,696+251.2% | $6,925+543.9% |