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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 | $132,065 | $61,391+115.1% | $149,723-11.8% | $71,529+84.6% |
| Participation rate | 2.8% | 62.5%-59.7pp | 78.8%-76.0pp | 67.9%-65.1pp |
| Annual return | 16.72% | 35.88%-19.2pp | 134.50%-117.8pp | 28.97%-12.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $284 | $2,921-90.3% | $5,682-95.0% | $4,291-93.4% |
| Admin fee / account holder | $5,045 | $1,264+299.1% | $13,215-61.8% | $1,588+217.6% |