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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 | $78,607+38.5% | $105,624+3.1% | $74,478+46.2% |
| Participation rate | 16.4% | 72.8%-56.4pp | 75.3%-58.9pp | 67.2%-50.8pp |
| Annual return | 11.47% | 15.96%-4.5pp | 116.20%-104.7pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $578 | $4,325-86.6% | $5,013-88.5% | $4,350-86.7% |
| Admin fee / account holder | $15,192 | $2,220+584.4% | $10,961+38.6% | $1,946+680.8% |