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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 | $86,916 | $177,595-51.1% | $148,496-41.5% | $198,609-56.2% |
| Participation rate | 55.6% | 79.3%-23.7pp | 76.0%-20.5pp | 82.4%-26.8pp |
| Annual return | 10.90% | 9.97%+0.9pp | 12.33%-1.4pp | 202.70%-191.8pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $586 | $5,539-89.4% | $4,808-87.8% | $6,977-91.6% |
| Admin fee / account holder | $4,601 | $27,010-83.0% | $19,547-76.5% | $19,030-75.8% |