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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 | $121,076 | $35,183+244.1% | $73,550+64.6% | $70,126+72.7% |
| Participation rate | 58.5% | 42.9%+15.6pp | 54.9%+3.6pp | 69.5%-11.0pp |
| Annual return | 15.32% | 26.90%-11.6pp | -15.16%+30.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $59 | $1,220-95.1% | $1,804-96.7% | $3,332-98.2% |
| Admin fee / account holder | $5,048 | $2,302+119.3% | $2,320+117.6% | $4,645+8.7% |