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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 | $114,828 | $88,186+30.2% | $165,071-30.4% | $74,459+54.2% |
| Participation rate | 36.8% | 73.1%-36.3pp | 78.6%-41.8pp | 67.2%-30.4pp |
| Annual return | 13.38% | 17.13%-3.8pp | 70.17%-56.8pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,883 | $4,505-58.2% | $6,035-68.8% | $4,350-56.7% |
| Admin fee / account holder | $9,332 | $2,234+317.7% | $12,695-26.5% | $1,945+379.9% |