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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 | $105,658 | $77,670+36.0% | $125,529-15.8% | $65,306+61.8% |
| Participation rate | 21.2% | 63.2%-42.0pp | 74.7%-53.6pp | 57.7%-36.5pp |
| Annual return | 34.09% | 15.16%+18.9pp | 202.56%-168.5pp | 21.94%+12.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,058-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $906 | $3,095-70.7% | $4,813-81.2% | $2,959-69.4% |
| Admin fee / account holder | $12,327 | $3,598+242.6% | $16,298-24.4% | $3,480+254.2% |