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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 | $64,755 | $125,797-48.5% | $170,043-61.9% | $75,173-13.9% |
| Participation rate | 47.8% | 83.6%-35.8pp | 87.0%-39.2pp | 67.2%-19.4pp |
| Annual return | 133.19% | 27.20%+106.0pp | 53.40%+79.8pp | 160.72%-27.5pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $886 | $6,838-87.0% | $10,410-91.5% | $4,126-78.5% |
| Admin fee / account holder | $1,165 | $8,177-85.8% | $12,824-90.9% | $5,651-79.4% |