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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 | $100,242 | $93,346+7.4% | $71,796+39.6% | $273,972-63.4% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.1%-44.1pp | 83.0%-58.0pp |
| Annual return | 10.29% | 130.39%-120.1pp | 78.04%-67.8pp | 41.46%-31.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $465 | $3,475-86.6% | $2,794-83.4% | $5,287-91.2% |
| Admin fee / account holder | $8,733 | $6,571+32.9% | $4,815+81.4% | $10,133-13.8% |