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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 | $108,908 | $78,483+38.8% | $106,201+2.5% | $74,546+46.1% |
| Participation rate | 16.4% | 72.8%-56.4pp | 75.3%-58.9pp | 67.2%-50.8pp |
| Annual return | 11.47% | 15.94%-4.5pp | 116.26%-104.8pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $578 | $4,320-86.6% | $5,012-88.5% | $4,347-86.7% |
| Admin fee / account holder | $15,192 | $2,236+579.6% | $11,039+37.6% | $1,944+681.7% |