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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 | $107,461 | $102,429+4.9% | $147,096-26.9% | $80,925+32.8% |
| Participation rate | 38.9% | 75.9%-37.0pp | 82.2%-43.3pp | 67.7%-28.8pp |
| Annual return | 16.43% | 135.02%-118.6pp | 419.75%-403.3pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,193 | $6,649-82.1% | $8,071-85.2% | $4,299-72.2% |
| Admin fee / account holder | $138,724 | $7,957+1643.4% | $13,005+966.7% | $6,940+1898.9% |