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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 | $203,945 | $116,167+75.6% | $64,489+216.2% | $137,256+48.6% |
| Participation rate | 62.5% | 68.2%-5.7pp | 67.7%-5.2pp | 80.0%-17.5pp |
| Annual return | 15.13% | 36.55%-21.4pp | 55.03%-39.9pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $166 | $4,215-96.1% | $2,778-94.0% | $6,407-97.4% |
| Admin fee / account holder | $35,485 | $6,188+473.4% | $4,260+733.0% | $12,270+189.2% |