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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 | $89,166 | $45,152+97.5% | $73,845+20.7% | $59,632+49.5% |
| Participation rate | 16.4% | 64.0%-47.6pp | 73.4%-57.0pp | 68.7%-52.3pp |
| Annual return | 2.70% | 27.40%-24.7pp | 2267.91%-2265.2pp | 2041.32%-2038.6pp |
| Employer contribution / active EE | $1,003 | $1,902-47.2% | $2,788-64.0% | $2,203-54.4% |
| Participant deferral / active EE | $45 | $2,574-98.3% | $3,583-98.8% | $3,192-98.6% |
| Admin fee / account holder | $16,694 | $3,516+374.8% | $4,881+242.0% | $4,297+288.5% |