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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 | $78,562+38.6% | $105,608+3.1% | $74,429+46.3% |
| Participation rate | 16.4% | 72.8%-56.4pp | 75.3%-58.9pp | 67.2%-50.8pp |
| Annual return | 11.47% | 15.94%-4.5pp | 116.50%-105.0pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $578 | $4,321-86.6% | $5,010-88.5% | $4,348-86.7% |
| Admin fee / account holder | $15,192 | $2,217+585.3% | $11,028+37.8% | $1,944+681.4% |