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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 | $36,904+170.6% | $158,223-36.9% | $65,191+53.2% |
| Participation rate | 10.6% | 62.1%-51.5pp | 79.2%-68.6pp | 63.0%-52.4pp |
| Annual return | 14.16% | 24.43%-10.3pp | 52.09%-37.9pp | 51.24%-37.1pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $390 | $1,936-79.8% | $5,467-92.9% | $2,671-85.4% |
| Admin fee / account holder | $27,794 | $793+3405.1% | $16,047+73.2% | $907+2964.6% |