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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 | $152,759 | $48,337+216.0% | $67,560+126.1% | $80,959+88.7% |
| Participation rate | 59.8% | 66.4%-6.6pp | 72.9%-13.1pp | 67.7%-7.9pp |
| Annual return | 11.28% | 18.26%-7.0pp | 3533.50%-3522.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $544 | $2,928-81.4% | $4,004-86.4% | $4,300-87.4% |
| Admin fee / account holder | $21,044 | $3,695+469.5% | $3,994+426.9% | $6,925+203.9% |