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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 | $83,261 | $98,652-15.6% | $142,942-41.8% | $82,448+1.0% |
| Participation rate | 17.3% | 72.8%-55.4pp | 76.8%-59.5pp | 68.1%-50.7pp |
| Annual return | 15.66% | 22.65%-7.0pp | 113.70%-98.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $703 | $5,580-87.4% | $7,128-90.1% | $4,139-83.0% |
| Admin fee / account holder | $9,306 | $8,078+15.2% | $12,475-25.4% | $7,234+28.6% |