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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 | $89,260 | $71,215+25.3% | $93,696-4.7% | $80,935+10.3% |
| Participation rate | 19.2% | 60.4%-41.2pp | 68.7%-49.5pp | 67.7%-48.4pp |
| Annual return | 13.04% | 11.27%+1.8pp | 133.74%-120.7pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $527 | $4,037-86.9% | $4,417-88.1% | $4,299-87.7% |
| Admin fee / account holder | $32,810 | $6,958+371.5% | $8,287+295.9% | $6,924+373.8% |