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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 | $51,184+230.1% | $66,439+154.3% | $86,983+94.2% |
| Participation rate | 47.7% | 68.5%-20.8pp | 74.5%-26.8pp | 69.5%-21.8pp |
| Annual return | 17.28% | 17.07%+0.2pp | 757.66%-740.4pp | 25.83%-8.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $524 | $2,927-82.1% | $3,876-86.5% | $4,194-87.5% |
| Admin fee / account holder | $27,009 | $4,154+550.2% | $6,173+337.5% | $7,856+243.8% |