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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 | $85,256 | $76,669+11.2% | $96,520-11.7% | $71,495+19.2% |
| Participation rate | 14.6% | 66.6%-52.0pp | 74.3%-59.8pp | 67.9%-53.3pp |
| Annual return | 20.70% | 48.29%-27.6pp | 35.72%-15.0pp | 28.85%-8.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,739-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $412 | $3,771-89.1% | $4,879-91.5% | $4,291-90.4% |
| Admin fee / account holder | $15,742 | $2,028+676.1% | $6,733+133.8% | $1,588+891.4% |