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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 | $83,947 | $111,335-24.6% | $214,702-60.9% | $65,306+28.5% |
| Participation rate | 18.3% | 77.5%-59.2pp | 87.5%-69.2pp | 57.7%-39.4pp |
| Annual return | 16.57% | 22.64%-6.1pp | 54.55%-38.0pp | 21.94%-5.4pp |
| Employer contribution / active EE | $0 | $3,806-100.0% | $6,461-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $549 | $5,927-90.7% | $9,147-94.0% | $2,959-81.4% |
| Admin fee / account holder | $6,389 | $5,028+27.1% | $19,830-67.8% | $3,480+83.6% |