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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 | $78,607+51.9% | $105,624+13.1% | $74,478+60.4% |
| Participation rate | 19.6% | 72.8%-53.2pp | 75.3%-55.6pp | 67.2%-47.6pp |
| Annual return | 11.53% | 15.96%-4.4pp | 116.20%-104.7pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,194 | $4,325-72.4% | $5,013-76.2% | $4,350-72.6% |
| Admin fee / account holder | $25,418 | $2,220+1045.1% | $10,961+131.9% | $1,946+1206.3% |