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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 | $80,781+19.0% | $102,437-6.2% | $74,478+29.0% |
| Participation rate | 15.2% | 65.7%-50.5pp | 74.5%-59.3pp | 67.2%-52.0pp |
| Annual return | 16.51% | 27.58%-11.1pp | 24.95%-8.4pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $465 | $3,862-88.0% | $5,060-90.8% | $4,350-89.3% |
| Admin fee / account holder | $6,304 | $2,372+165.7% | $8,388-24.8% | $1,946+224.0% |