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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 | $86,749 | $108,825-20.3% | $156,181-44.5% | $82,448+5.2% |
| Participation rate | 30.0% | 72.4%-42.4pp | 78.8%-48.8pp | 68.1%-38.1pp |
| Annual return | 13.59% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,546 | $4,577-66.2% | $6,132-74.8% | $4,139-62.6% |
| Admin fee / account holder | $28,134 | $9,341+201.2% | $14,586+92.9% | $7,234+288.9% |