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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 | $174,584 | $49,239+254.6% | $70,462+147.8% | $79,858+118.6% |
| Participation rate | 12.8% | 69.2%-56.4pp | 75.1%-62.2pp | 69.6%-56.8pp |
| Annual return | 7.23% | 30.08%-22.8pp | 109.08%-101.8pp | 31.72%-24.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $334 | $2,769-87.9% | $3,710-91.0% | $3,740-91.1% |
| Admin fee / account holder | $58,928 | $2,876+1948.7% | $3,845+1432.5% | $5,306+1010.6% |