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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 | $157,800 | $101,795+55.0% | $165,100-4.4% | $80,959+94.9% |
| Participation rate | 11.8% | 71.8%-60.0pp | 78.6%-66.8pp | 67.7%-55.8pp |
| Annual return | 10.64% | 16.73%-6.1pp | 70.21%-59.6pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,132 | $4,476-74.7% | $6,035-81.2% | $4,300-73.7% |
| Admin fee / account holder | $84,170 | $8,221+923.8% | $12,696+563.0% | $6,925+1115.4% |