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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 | $85,490 | $88,672-3.6% | $105,223-18.8% | $82,448+3.7% |
| Participation rate | 44.1% | 67.9%-23.8pp | 75.0%-30.9pp | 68.1%-24.0pp |
| Annual return | 13.69% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $481 | $4,036-88.1% | $5,072-90.5% | $4,139-88.4% |
| Admin fee / account holder | $22,406 | $7,146+213.5% | $8,859+152.9% | $7,234+209.7% |