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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 | $42,909+132.7% | $152,093-34.3% | $71,012+40.6% |
| Participation rate | 10.6% | 54.7%-44.0pp | 77.8%-67.1pp | 58.6%-47.9pp |
| Annual return | 14.16% | 30.57%-16.4pp | 66.36%-52.2pp | 37.67%-23.5pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $390 | $1,904-79.5% | $5,451-92.8% | $3,246-88.0% |
| Admin fee / account holder | $27,794 | $1,014+2640.7% | $14,497+91.7% | $1,167+2281.3% |