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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 | $90,679 | $72,404+25.2% | $110,243-17.7% | $64,173+41.3% |
| Participation rate | 48.4% | 73.3%-24.9pp | 79.8%-31.4pp | 69.6%-21.2pp |
| Annual return | 13.28% | -6.29%+19.6pp | 314.76%-301.5pp | 7.63%+5.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $252 | $3,469-92.7% | $4,672-94.6% | $3,470-92.7% |
| Admin fee / account holder | $3,296 | $5,664-41.8% | $8,548-61.4% | $4,887-32.6% |