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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 | $138,736 | $57,541+141.1% | $95,740+44.9% | $75,173+84.6% |
| Participation rate | 48.5% | 62.5%-14.0pp | 72.3%-23.8pp | 67.2%-18.7pp |
| Annual return | 17.28% | 34.93%-17.7pp | 28.41%-11.1pp | 160.72%-143.4pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $928 | $3,074-69.8% | $4,244-78.1% | $4,126-77.5% |
| Admin fee / account holder | $28,535 | $4,099+596.2% | $5,676+402.7% | $5,651+405.0% |