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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 | $89,431 | $80,781+10.7% | $102,437-12.7% | $74,478+20.1% |
| Participation rate | 15.1% | 65.7%-50.5pp | 74.5%-59.4pp | 67.2%-52.1pp |
| Annual return | 11.29% | 27.58%-16.3pp | 24.95%-13.7pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $1,071 | $3,160-66.1% | $3,871-72.3% | $2,626-59.2% |
| Participant deferral / active EE | $1,448 | $3,862-62.5% | $5,060-71.4% | $4,350-66.7% |
| Admin fee / account holder | $42,917 | $2,372+1709.2% | $8,388+411.6% | $1,946+2105.6% |