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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 | $55,067 | $31,741+73.5% | $56,054-1.8% | $199,874-72.4% |
| Participation rate | 4.3% | 32.3%-28.0pp | 52.5%-48.2pp | 72.0%-67.7pp |
| Annual return | 13.35% | 14.72%-1.4pp | 1705.95%-1692.6pp | 34.28%-20.9pp |
| Employer contribution / active EE | $107 | $508-79.0% | $1,039-89.7% | $3,036-96.5% |
| Participant deferral / active EE | $206 | $1,184-82.6% | $1,952-89.5% | $5,090-96.0% |
| Admin fee / account holder | $1,760 | $426+312.8% | $2,822-37.6% | $269+554.0% |