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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 | $82,883 | $98,240-15.6% | $82,312+0.7% | $147,586-43.8% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 9.49% | 30.85%-21.4pp | 25.88%-16.4pp | 578.59%-569.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $544 | $4,383-87.6% | $3,706-85.3% | $5,439-90.0% |
| Admin fee / account holder | $46,163 | $8,563+439.1% | $5,608+723.2% | $10,886+324.1% |