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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 | $88,028 | $177,595-50.4% | $148,496-40.7% | $198,609-55.7% |
| Participation rate | 16.7% | 79.3%-62.6pp | 76.0%-59.4pp | 82.4%-65.7pp |
| Annual return | 11.54% | 9.97%+1.6pp | 12.33%-0.8pp | 202.70%-191.2pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $446 | $5,539-91.9% | $4,808-90.7% | $6,977-93.6% |
| Admin fee / account holder | $2,201 | $27,010-91.9% | $19,547-88.7% | $19,030-88.4% |