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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 | $85,119 | $115,911-26.6% | $100,530-15.3% | $158,950-46.4% |
| Participation rate | 54.2% | 81.6%-27.4pp | 79.4%-25.2pp | 82.0%-27.8pp |
| Annual return | 8.46% | 34.80%-26.3pp | 30.89%-22.4pp | 302.91%-294.4pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,705 | $6,676-74.5% | $6,271-72.8% | $5,983-71.5% |
| Admin fee / account holder | $17,052 | $10,999+55.0% | $8,083+111.0% | $11,248+51.6% |