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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 | $88,725 | $115,225-23.0% | $100,712-11.9% | $138,895-36.1% |
| Participation rate | 16.7% | 74.3%-57.7pp | 69.3%-52.6pp | 79.9%-63.3pp |
| Annual return | 38.73% | 40.35%-1.6pp | 33.27%+5.5pp | 145.39%-106.7pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $219 | $4,699-95.4% | $4,085-94.7% | $6,396-96.6% |
| Admin fee / account holder | $17,892 | $10,844+65.0% | $9,256+93.3% | $12,562+42.4% |