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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 | $161,790 | $34,316+371.5% | $74,723+116.5% | $72,976+121.7% |
| Participation rate | 46.2% | 42.4%+3.7pp | 54.5%-8.3pp | 69.5%-23.3pp |
| Annual return | 20.55% | 26.58%-6.0pp | 753.18%-732.6pp | 81.02%-60.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $45 | $1,272-96.5% | $1,962-97.7% | $3,608-98.8% |
| Admin fee / account holder | $435 | $2,125-79.5% | $3,335-87.0% | $5,124-91.5% |