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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 | $96,111 | $80,748+19.0% | $102,383-6.1% | $74,429+29.1% |
| Participation rate | 15.2% | 65.7%-50.5pp | 74.5%-59.3pp | 67.2%-52.0pp |
| Annual return | 16.51% | 27.57%-11.1pp | 24.94%-8.4pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $465 | $3,861-87.9% | $5,060-90.8% | $4,348-89.3% |
| Admin fee / account holder | $6,304 | $2,371+165.9% | $8,391-24.9% | $1,944+224.2% |