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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 | $119,428 | $78,483+52.2% | $106,201+12.5% | $74,546+60.2% |
| Participation rate | 19.6% | 72.8%-53.2pp | 75.3%-55.6pp | 67.2%-47.6pp |
| Annual return | 11.53% | 15.94%-4.4pp | 116.26%-104.7pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,194 | $4,320-72.4% | $5,012-76.2% | $4,347-72.5% |
| Admin fee / account holder | $25,418 | $2,236+1036.9% | $11,039+130.2% | $1,944+1207.8% |