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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 | $98,610 | $86,298+14.3% | $111,308-11.4% | $85,847+14.9% |
| Participation rate | 45.7% | 73.3%-27.7pp | 77.3%-31.7pp | 69.3%-23.7pp |
| Annual return | 13.35% | 19.99%-6.6pp | 54.67%-41.3pp | 318.61%-305.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,331 | $3,641-63.4% | $4,487-70.3% | $3,952-66.3% |
| Admin fee / account holder | $24,512 | $8,189+199.3% | $7,965+207.7% | $6,261+291.5% |