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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 | $88,241 | $77,569+13.8% | $115,599-23.7% | $64,097+37.7% |
| Participation rate | 16.2% | 60.7%-44.5pp | 74.3%-58.1pp | 55.2%-39.0pp |
| Annual return | 14.05% | 18.52%-4.5pp | 111.10%-97.0pp | 34.64%-20.6pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $788 | $3,327-76.3% | $4,889-83.9% | $3,080-74.4% |
| Admin fee / account holder | $831 | $4,470-81.4% | $12,841-93.5% | $3,454-75.9% |