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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 | $81,315 | $78,636+3.4% | $105,607-23.0% | $74,459+9.2% |
| Participation rate | 17.2% | 72.8%-55.5pp | 75.3%-58.1pp | 67.2%-50.0pp |
| Annual return | 12.45% | 15.96%-3.5pp | 116.11%-103.7pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $728 | $4,322-83.2% | $5,011-85.5% | $4,350-83.3% |
| Admin fee / account holder | $6,236 | $2,220+180.9% | $10,958-43.1% | $1,945+220.7% |