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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 | $213,772 | $94,439+126.4% | $73,658+190.2% | $154,746+38.1% |
| Participation rate | 20.0% | 64.7%-44.7pp | 57.0%-37.0pp | 80.7%-60.7pp |
| Annual return | 15.80% | 28.25%-12.5pp | 29.72%-13.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $17 | $1,257-98.7% | $1,032-98.4% | $4,379-99.6% |
| Participant deferral / active EE | $17 | $2,527-99.3% | $2,062-99.2% | $6,730-99.8% |
| Admin fee / account holder | $37,204 | $3,843+868.1% | $3,357+1008.4% | $14,365+159.0% |