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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 | $81,904 | $63,861+28.3% | $104,625-21.7% | $79,852+2.6% |
| Participation rate | 12.3% | 64.9%-52.6pp | 74.1%-61.7pp | 69.6%-57.3pp |
| Annual return | 18.71% | 21.30%-2.6pp | 340.60%-321.9pp | 31.72%-13.0pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $912 | $2,693-66.2% | $3,738-75.6% | $3,740-75.6% |
| Admin fee / account holder | $7,483 | $4,185+78.8% | $6,465+15.7% | $5,306+41.0% |