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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 | $184,798 | $110,379+67.4% | $102,412+80.4% | $145,884+26.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 15.17% | 24.84%-9.7pp | 24.94%-9.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $541 | $5,622-90.4% | $5,060-89.3% | $6,690-91.9% |
| Admin fee / account holder | $81,607 | $9,745+737.4% | $8,388+872.9% | $13,392+509.4% |