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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 | $174,038 | $34,316+407.2% | $74,722+132.9% | $72,975+138.5% |
| Participation rate | 12.0% | 42.4%-30.4pp | 54.5%-42.5pp | 69.5%-57.5pp |
| Annual return | 27.71% | 26.58%+1.1pp | 753.11%-725.4pp | 81.01%-53.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $200 | $1,272-84.3% | $1,963-89.8% | $3,608-94.5% |
| Admin fee / account holder | $15,718 | $2,125+639.7% | $3,335+371.4% | $5,124+206.8% |