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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 | $91,489 | $85,766+6.7% | $136,298-32.9% | $70,126+30.5% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 17.52% | 31.46%-13.9pp | 5156.27%-5138.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,691 | $5,051-66.5% | $6,247-72.9% | $3,332-49.3% |
| Admin fee / account holder | $5,566 | $5,421+2.7% | $9,244-39.8% | $4,645+19.8% |