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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 | $132,128 | $51,642+155.9% | $129,384+2.1% | $80,935+63.3% |
| Participation rate | 5.7% | 56.9%-51.2pp | 69.6%-64.0pp | 67.7%-62.0pp |
| Annual return | 16.42% | 20.78%-4.4pp | 9461.77%-9445.4pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $456 | $2,670-82.9% | $4,166-89.0% | $4,299-89.4% |
| Admin fee / account holder | $697 | $4,312-83.8% | $7,686-90.9% | $6,924-89.9% |