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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 | $82,255 | $96,731-15.0% | $123,973-33.7% | $86,983-5.4% |
| Participation rate | 22.2% | 70.0%-47.8pp | 76.7%-54.4pp | 69.5%-47.3pp |
| Annual return | 14.15% | 17.33%-3.2pp | 388.13%-374.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,564 | $4,152-62.3% | $5,247-70.2% | $4,194-62.7% |
| Admin fee / account holder | $24,352 | $8,722+179.2% | $11,799+106.4% | $7,856+210.0% |