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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 | $80,705+9.3% | $115,768-23.8% | $67,986+29.8% |
| Participation rate | 16.2% | 63.0%-46.8pp | 74.4%-58.2pp | 57.2%-41.0pp |
| Annual return | 14.05% | 18.49%-4.4pp | 100.46%-86.4pp | 31.67%-17.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $788 | $3,559-77.9% | $4,917-84.0% | $3,358-76.5% |
| Admin fee / account holder | $831 | $4,135-79.9% | $12,439-93.3% | $3,203-74.1% |