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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 | $124,183 | $67,602+83.7% | $82,312+50.9% | $70,126+77.1% |
| Participation rate | 5.1% | 72.8%-67.6pp | 76.9%-71.8pp | 69.5%-64.4pp |
| Annual return | 16.45% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $226 | $2,987-92.4% | $3,706-93.9% | $3,332-93.2% |
| Admin fee / account holder | $29,957 | $4,512+564.0% | $5,608+434.2% | $4,645+544.9% |