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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 | $141,004 | $45,566+209.4% | $64,105+120.0% | $59,633+136.5% |
| Participation rate | 12.0% | 60.2%-48.2pp | 68.2%-56.2pp | 68.7%-56.7pp |
| Annual return | 0.02% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $183 | $934-80.4% | $1,820-89.9% | $2,203-91.7% |
| Participant deferral / active EE | $269 | $2,057-86.9% | $2,822-90.4% | $3,192-91.6% |
| Admin fee / account holder | $4,000 | $3,268+22.4% | $4,499-11.1% | $4,297-6.9% |