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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 | $85,832 | $51,631+66.2% | $129,397-33.7% | $80,925+6.1% |
| Participation rate | 9.2% | 56.9%-47.7pp | 69.6%-60.4pp | 67.7%-58.5pp |
| Annual return | 12.24% | 20.77%-8.5pp | 9453.98%-9441.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $661 | $2,670-75.2% | $4,167-84.1% | $4,299-84.6% |
| Admin fee / account holder | $5,557 | $4,309+29.0% | $7,679-27.6% | $6,940-19.9% |