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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 | $151,427+34.7% | $112,860+80.7% | $154,746+31.8% |
| Participation rate | 62.5% | 69.1%-6.6pp | 66.3%-3.8pp | 80.7%-18.2pp |
| Annual return | 15.13% | 30.95%-15.8pp | 35.26%-20.1pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $166 | $4,285-96.1% | $3,493-95.3% | $6,730-97.5% |
| Admin fee / account holder | $35,485 | $7,369+381.6% | $6,841+418.7% | $14,365+147.0% |