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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 | $136,368 | $100,792+35.3% | $86,691+57.3% | $134,509+1.4% |
| Participation rate | 20.0% | 78.9%-58.9pp | 76.6%-56.6pp | 81.2%-61.2pp |
| Annual return | 2.44% | 29.08%-26.6pp | 35.94%-33.5pp | 418.13%-415.7pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $86 | $5,339-98.4% | $4,656-98.2% | $6,400-98.7% |
| Admin fee / account holder | $428 | $10,924-96.1% | $7,492-94.3% | $11,427-96.3% |