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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 | $88,786 | $80,674+10.1% | $119,126-25.5% | $64,340+38.0% |
| Participation rate | 8.6% | 55.2%-46.6pp | 75.8%-67.2pp | 55.2%-46.7pp |
| Annual return | 12.76% | 26.86%-14.1pp | 282.11%-269.3pp | 24.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $206 | $3,053-93.3% | $5,318-96.1% | $2,980-93.1% |
| Admin fee / account holder | $1,175 | $4,559-74.2% | $10,693-89.0% | $3,703-68.3% |