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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 | $76,536 | $78,707-2.8% | $117,861-35.1% | $70,126+9.1% |
| Participation rate | 27.8% | 73.2%-45.4pp | 79.7%-51.9pp | 69.5%-41.8pp |
| Annual return | 12.56% | 23.30%-10.7pp | 335.11%-322.5pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $441 | $3,297-86.6% | $4,482-90.2% | $3,332-86.8% |
| Admin fee / account holder | $15,463 | $5,066+205.3% | $8,021+92.8% | $4,645+232.9% |