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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 | $170,067 | $78,428+116.8% | $95,960+77.2% | $79,852+113.0% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.2pp | 69.6%-0.8pp |
| Annual return | 14.98% | 19.37%-4.4pp | 91.63%-76.7pp | 31.72%-16.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $965 | $3,440-72.0% | $4,167-76.8% | $3,740-74.2% |
| Admin fee / account holder | $17,681 | $5,622+214.5% | $6,797+160.1% | $5,306+233.2% |