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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 | $138,547 | $100,003+38.5% | $146,685-5.5% | $85,856+61.4% |
| Participation rate | 13.9% | 73.1%-59.2pp | 80.1%-66.2pp | 69.3%-55.4pp |
| Annual return | 12.93% | 18.93%-6.0pp | 22.75%-9.8pp | 318.58%-305.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,318 | $4,006-67.1% | $5,507-76.1% | $3,952-66.6% |
| Admin fee / account holder | $31,959 | $7,704+314.9% | $10,281+210.8% | $6,261+410.5% |