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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 | $98,440 | $89,367+10.2% | $141,191-30.3% | $72,975+34.9% |
| Participation rate | 36.0% | 75.1%-39.1pp | 82.5%-46.5pp | 69.5%-33.5pp |
| Annual return | 44.88% | 111.87%-67.0pp | 71.41%-26.5pp | 81.01%-36.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,534 | $5,419-71.7% | $6,710-77.1% | $3,608-57.5% |
| Admin fee / account holder | $28,474 | $5,957+378.0% | $10,264+177.4% | $5,124+455.7% |