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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 | $59,219 | $51,638+14.7% | $129,406-54.2% | $80,959-26.9% |
| Participation rate | 2.5% | 56.9%-54.4pp | 69.6%-67.1pp | 67.7%-65.2pp |
| Annual return | 16.93% | 20.78%-3.9pp | 9468.18%-9451.3pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $278 | $2,670-89.6% | $4,167-93.3% | $4,300-93.5% |
| Admin fee / account holder | $16,729 | $4,313+287.9% | $7,689+117.6% | $6,925+141.6% |