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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 | $90,936 | $94,031-3.3% | $115,768-21.4% | $82,448+10.3% |
| Participation rate | 31.0% | 70.4%-39.4pp | 74.4%-43.4pp | 68.1%-37.0pp |
| Annual return | 16.70% | 20.61%-3.9pp | 100.46%-83.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $557 | $3,972-86.0% | $4,917-88.7% | $4,139-86.5% |
| Admin fee / account holder | $3,625 | $10,249-64.6% | $12,439-70.9% | $7,234-49.9% |