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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 | $84,359 | $70,418+19.8% | $96,570-12.6% | $85,847-1.7% |
| Participation rate | 26.3% | 61.8%-35.5pp | 69.8%-43.5pp | 69.3%-43.0pp |
| Annual return | 15.85% | 18.59%-2.7pp | 37.79%-21.9pp | 318.61%-302.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $962 | $2,894-66.8% | $3,849-75.0% | $3,952-75.7% |
| Admin fee / account holder | $14,803 | $4,995+196.4% | $6,182+139.4% | $6,261+136.4% |