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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 | $90,293 | $103,393-12.7% | $87,103+3.7% | $152,909-41.0% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.9%-34.0pp | 82.5%-39.6pp |
| Annual return | 14.25% | 28.10%-13.8pp | 28.19%-13.9pp | 345.46%-331.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $956 | $4,778-80.0% | $4,049-76.4% | $5,851-83.7% |
| Admin fee / account holder | $77,058 | $12,195+531.9% | $7,491+928.6% | $11,601+564.3% |