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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 | $50,554+234.2% | $67,681+149.6% | $87,485+93.1% |
| Participation rate | 47.7% | 67.7%-20.0pp | 73.7%-26.0pp | 68.9%-21.2pp |
| Annual return | 17.28% | 17.81%-0.5pp | 590.58%-573.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $524 | $2,961-82.3% | $3,976-86.8% | $4,274-87.7% |
| Admin fee / account holder | $27,009 | $4,132+553.6% | $6,100+342.8% | $7,775+247.4% |