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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 | $105,776 | $35,183+200.6% | $73,550+43.8% | $70,126+50.8% |
| Participation rate | 5.0% | 42.9%-37.9pp | 54.9%-49.9pp | 69.5%-64.5pp |
| Annual return | 15.28% | 26.90%-11.6pp | -15.16%+30.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9 | $1,220-99.3% | $1,804-99.5% | $3,332-99.7% |
| Admin fee / account holder | $29,409 | $2,302+1177.4% | $2,320+1167.8% | $4,645+533.1% |