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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 | $168,959 | $47,479+255.9% | $62,929+168.5% | $82,448+104.9% |
| Participation rate | 47.7% | 66.9%-19.1pp | 73.1%-25.4pp | 68.1%-20.3pp |
| Annual return | 17.28% | 20.34%-3.1pp | 1063.93%-1046.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $524 | $2,870-81.7% | $3,888-86.5% | $4,139-87.3% |
| Admin fee / account holder | $27,009 | $3,804+610.1% | $5,065+433.3% | $7,234+273.3% |