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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 | $117,846-25.2% | $102,434-14.0% | $145,884-39.6% |
| Participation rate | 56.3% | 78.6%-22.4pp | 76.5%-20.3pp | 80.3%-24.1pp |
| Annual return | 8.64% | 31.90%-23.3pp | 29.46%-20.8pp | 551.85%-543.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $951 | $5,733-83.4% | $5,055-81.2% | $6,690-85.8% |
| Admin fee / account holder | $32,187 | $13,356+141.0% | $9,462+240.2% | $13,392+140.3% |