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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 | $109,719 | $123,000-10.8% | $105,582+3.9% | $198,609-44.8% |
| Participation rate | 13.0% | 76.8%-63.7pp | 71.8%-58.7pp | 82.4%-69.3pp |
| Annual return | 11.37% | 18.31%-6.9pp | 18.61%-7.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $478 | $5,013-90.5% | $4,353-89.0% | $6,977-93.1% |
| Admin fee / account holder | $36,308 | $16,254+123.4% | $12,856+182.4% | $19,030+90.8% |