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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 | $86,608 | $45,343+91.0% | $150,298-42.4% | $67,986+27.4% |
| Participation rate | 27.1% | 51.9%-24.7pp | 77.8%-50.6pp | 57.2%-30.1pp |
| Annual return | 186.15% | 33.28%+152.9pp | 62.79%+123.4pp | 31.67%+154.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $350 | $2,055-82.9% | $5,453-93.6% | $3,358-89.6% |
| Admin fee / account holder | $8,728 | $2,250+287.9% | $14,116-38.2% | $3,203+172.5% |