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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 | $89,145 | $86,288+3.3% | $111,306-19.9% | $85,851+3.8% |
| Participation rate | 31.7% | 73.3%-41.6pp | 77.3%-45.6pp | 69.3%-37.6pp |
| Annual return | 11.84% | 19.99%-8.1pp | 54.67%-42.8pp | 318.63%-306.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $383 | $3,641-89.5% | $4,488-91.5% | $3,952-90.3% |
| Admin fee / account holder | $5,709 | $8,189-30.3% | $7,966-28.3% | $6,261-8.8% |