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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 | $89,446 | $75,058+19.2% | $152,301-41.3% | $64,340+39.0% |
| Participation rate | 20.0% | 60.9%-40.9pp | 82.4%-62.4pp | 55.2%-35.2pp |
| Annual return | 14.95% | 29.93%-15.0pp | 80.50%-65.6pp | 24.14%-9.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,144 | $5,041-77.3% | $8,004-85.7% | $2,980-61.6% |
| Admin fee / account holder | $15,585 | $4,050+284.8% | $14,398+8.2% | $3,703+320.9% |