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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 | $141,266 | $50,820+178.0% | $155,567-9.2% | $77,671+81.9% |
| Participation rate | 1.1% | 63.1%-62.0pp | 78.2%-77.1pp | 70.6%-69.5pp |
| Annual return | 19.86% | 34.85%-15.0pp | 64.74%-44.9pp | 31.21%-11.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $176 | $2,823-93.8% | $5,628-96.9% | $4,648-96.2% |
| Admin fee / account holder | $11,591 | $436+2559.0% | $15,916-27.2% | $430+2593.2% |