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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 | $110,515 | $55,889+97.7% | $76,119+45.2% | $80,935+36.5% |
| Participation rate | 14.9% | 62.1%-47.1pp | 69.1%-54.1pp | 67.7%-52.7pp |
| Annual return | 12.94% | 20.58%-7.6pp | 361.25%-348.3pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $598 | $3,051-80.4% | $4,259-86.0% | $4,299-86.1% |
| Admin fee / account holder | $337 | $5,241-93.6% | $6,421-94.8% | $6,924-95.1% |