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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 | $162,669 | $111,535+45.8% | $105,223+54.6% | $137,256+18.5% |
| Participation rate | 13.3% | 78.1%-64.8pp | 75.0%-61.7pp | 80.0%-66.6pp |
| Annual return | 15.44% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $619 | $5,500-88.8% | $5,072-87.8% | $6,407-90.3% |
| Admin fee / account holder | $64,448 | $9,721+562.9% | $8,859+627.5% | $12,270+425.2% |