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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 | $90,314 | $100,792-10.4% | $86,691+4.2% | $134,509-32.9% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | 1.59% | 29.08%-27.5pp | 35.94%-34.3pp | 418.13%-416.5pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,196 | $5,339-77.6% | $4,656-74.3% | $6,400-81.3% |
| Admin fee / account holder | $1,591 | $10,924-85.4% | $7,492-78.8% | $11,427-86.1% |