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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 | $203,829 | $135,905+50.0% | $126,068+61.7% | $198,609+2.6% |
| Participation rate | 25.0% | 85.6%-60.6pp | 84.7%-59.7pp | 82.4%-57.4pp |
| Annual return | 14.47% | 14.07%+0.4pp | 15.01%-0.5pp | 202.70%-188.2pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $861 | $8,523-89.9% | $8,214-89.5% | $6,977-87.7% |
| Admin fee / account holder | $112,397 | $21,036+434.3% | $18,264+515.4% | $19,030+490.6% |