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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 | $66,157 | $100,041-33.9% | $149,718-55.8% | $70,131-5.7% |
| Participation rate | 56.0% | 83.6%-27.6pp | 87.1%-31.1pp | 69.5%-13.5pp |
| Annual return | 15.38% | 27.43%-12.0pp | 1501.67%-1486.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,587 | $3,662-56.7% | $5,445-70.9% | $2,342-32.3% |
| Participant deferral / active EE | $1,524 | $4,983-69.4% | $6,569-76.8% | $3,332-54.3% |
| Admin fee / account holder | $14,781 | $8,286+78.4% | $11,283+31.0% | $4,645+218.2% |