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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 | $103,951 | $54,541+90.6% | $78,778+32.0% | $70,126+48.2% |
| Participation rate | 21.7% | 60.8%-39.1pp | 69.2%-47.5pp | 69.5%-47.9pp |
| Annual return | 14.87% | 21.07%-6.2pp | 35.62%-20.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $776 | $2,210-64.9% | $2,958-73.8% | $3,332-76.7% |
| Admin fee / account holder | $32,746 | $3,709+783.0% | $5,134+537.9% | $4,645+604.9% |