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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 | $185,751 | $46,534+299.2% | $64,097+189.8% | $75,177+147.1% |
| Participation rate | 12.1% | 65.9%-53.8pp | 72.3%-60.2pp | 67.2%-55.1pp |
| Annual return | 19.15% | 26.07%-6.9pp | 33.75%-14.6pp | 160.75%-141.6pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $425 | $2,835-85.0% | $3,881-89.1% | $4,126-89.7% |
| Admin fee / account holder | $1,182 | $2,957-60.0% | $3,070-61.5% | $5,651-79.1% |