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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 | $85,587 | $98,766-13.3% | $149,730-42.8% | $79,852+7.2% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.6pp |
| Annual return | 13.13% | 27.43%-14.3pp | 276.70%-263.6pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,211 | $5,681-78.7% | $6,843-82.3% | $3,740-67.6% |
| Admin fee / account holder | $795 | $6,052-86.9% | $9,310-91.5% | $5,306-85.0% |