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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 | $89,035 | $89,465-0.5% | $165,071-46.1% | $77,736+14.5% |
| Participation rate | 17.8% | 78.6%-60.9pp | 78.6%-60.9pp | 70.6%-52.8pp |
| Annual return | 23.93% | 28.86%-4.9pp | 70.17%-46.2pp | 31.26%-7.3pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,347-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $419 | $4,904-91.5% | $6,035-93.1% | $4,651-91.0% |
| Admin fee / account holder | $4,950 | $340+1356.7% | $12,695-61.0% | $433+1042.3% |