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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 | $99,858 | $38,165+161.6% | $189,758-47.4% | $69,255+44.2% |
| Participation rate | 10.6% | 66.7%-56.1pp | 79.8%-69.2pp | 69.0%-58.4pp |
| Annual return | 14.16% | 14.65%-0.5pp | 52.62%-38.5pp | 26.73%-12.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $4,767-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $390 | $2,073-81.2% | $5,856-93.3% | $2,890-86.5% |
| Admin fee / account holder | $27,794 | $714+3790.7% | $20,388+36.3% | $733+3692.9% |