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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 | $223,727 | $74,535+200.2% | $100,712+122.1% | $82,637+170.7% |
| Participation rate | 58.1% | 61.2%-3.1pp | 69.3%-11.2pp | 68.1%-10.0pp |
| Annual return | 12.68% | 18.92%-6.2pp | 33.27%-20.6pp | 53.51%-40.8pp |
| Employer contribution / active EE | $21,751 | $1,503+1347.5% | $2,313+840.5% | $2,552+752.3% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $39,067 | $6,576+494.1% | $9,256+322.1% | $7,339+432.3% |