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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 | $88,097 | $117,859-25.3% | $102,438-14.0% | $145,959-39.6% |
| Participation rate | 56.3% | 78.6%-22.3pp | 76.5%-20.2pp | 80.3%-24.0pp |
| Annual return | 8.64% | 31.72%-23.1pp | 29.37%-20.7pp | 561.95%-553.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $951 | $5,732-83.4% | $5,054-81.2% | $6,689-85.8% |
| Admin fee / account holder | $32,187 | $13,318+141.7% | $9,448+240.7% | $13,398+140.2% |