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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 | $89,096 | $99,994-10.9% | $146,647-39.2% | $85,851+3.8% |
| Participation rate | 45.2% | 73.1%-27.9pp | 80.1%-34.9pp | 69.3%-24.2pp |
| Annual return | 14.05% | 18.93%-4.9pp | 22.75%-8.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,733 | $4,006-56.7% | $5,506-68.5% | $3,952-56.2% |
| Admin fee / account holder | $3,210 | $7,703-58.3% | $10,281-68.8% | $6,261-48.7% |