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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 | $117,181 | $85,171+37.6% | $172,752-32.2% | $72,975+60.6% |
| Participation rate | 19.0% | 70.1%-51.0pp | 82.6%-63.6pp | 69.5%-50.4pp |
| Annual return | 20.82% | 27.32%-6.5pp | 802.97%-782.1pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $428 | $3,260-86.9% | $5,198-91.8% | $3,608-88.2% |
| Admin fee / account holder | $24,817 | $5,880+322.0% | $13,955+77.8% | $5,124+384.3% |