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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 | $126,704 | $56,116+125.8% | $135,768-6.7% | $86,983+45.7% |
| Participation rate | 5.9% | 60.1%-54.2pp | 71.1%-65.2pp | 69.5%-63.7pp |
| Annual return | 13.44% | 125.33%-111.9pp | 526.10%-512.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $198 | $2,690-92.6% | $3,977-95.0% | $4,194-95.3% |
| Admin fee / account holder | $1,980 | $4,314-54.1% | $7,048-71.9% | $7,856-74.8% |