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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 | $82,933 | $45,050+84.1% | $63,018+31.6% | $70,126+18.3% |
| Participation rate | 21.1% | 69.5%-48.5pp | 74.8%-53.8pp | 69.5%-48.5pp |
| Annual return | 14.46% | 18.76%-4.3pp | 87.62%-73.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $548 | $2,466-77.8% | $3,330-83.5% | $3,332-83.6% |
| Admin fee / account holder | $14,749 | $2,834+420.4% | $3,601+309.6% | $4,645+217.5% |