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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 | $116,827 | $52,678+121.8% | $75,784+54.2% | $59,633+95.9% |
| Participation rate | 58.1% | 67.2%-9.1pp | 75.8%-17.7pp | 68.7%-10.6pp |
| Annual return | -0.66% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $5,903 | $2,193+169.1% | $3,323+77.6% | $2,203+168.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,657 | $3,610+56.7% | $5,300+6.7% | $4,297+31.7% |