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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 | $103,563 | $52,884+95.8% | $84,753+22.2% | $55,167+87.7% |
| Participation rate | 15.4% | 67.5%-52.1pp | 76.6%-61.1pp | 69.0%-53.5pp |
| Annual return | 7.07% | 18.03%-11.0pp | 22.78%-15.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $826 | $2,644-68.7% | $3,712-77.7% | $3,054-72.9% |
| Admin fee / account holder | $1,735 | $581+198.7% | $5,333-67.5% | $504+244.3% |