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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 | $86,126 | $72,994+18.0% | $120,368-28.4% | $77,671+10.9% |
| Participation rate | 20.5% | 55.2%-34.7pp | 71.9%-51.4pp | 70.6%-50.1pp |
| Annual return | 12.04% | 18.23%-6.2pp | 107.26%-95.2pp | 31.21%-19.2pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $3,465-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $985 | $3,011-67.3% | $4,991-80.3% | $4,648-78.8% |
| Admin fee / account holder | $6,355 | $658+866.0% | $9,429-32.6% | $430+1376.6% |