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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 | $90,407 | $125,797-28.1% | $170,043-46.8% | $75,173+20.3% |
| Participation rate | 64.0% | 83.6%-19.6pp | 87.0%-23.0pp | 67.2%-3.2pp |
| Annual return | 20.43% | 27.20%-6.8pp | 53.40%-33.0pp | 160.72%-140.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,295 | $6,838-66.4% | $10,410-78.0% | $4,126-44.4% |
| Admin fee / account holder | $888 | $8,177-89.1% | $12,824-93.1% | $5,651-84.3% |