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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 | $85,272 | $100,262-15.0% | $81,370+4.8% | $145,897-41.6% |
| Participation rate | 56.3% | 74.3%-18.0pp | 69.5%-13.3pp | 80.3%-24.1pp |
| Annual return | 21.72% | 34.52%-12.8pp | 24.85%-3.1pp | 552.29%-530.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $856 | $4,612-81.4% | $3,885-78.0% | $6,689-87.2% |
| Admin fee / account holder | $3,039 | $8,163-62.8% | $5,749-47.1% | $13,390-77.3% |