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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 | $112,881 | $81,208+39.0% | $98,920+14.1% | $79,856+41.4% |
| Participation rate | 25.0% | 72.5%-47.5pp | 76.0%-51.0pp | 69.6%-44.6pp |
| Annual return | 14.16% | 60.99%-46.8pp | 196.47%-182.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $573 | $3,265-82.5% | $4,245-86.5% | $3,741-84.7% |
| Admin fee / account holder | $28,036 | $6,013+366.3% | $6,643+322.1% | $5,306+428.3% |