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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 | $53,063+138.8% | $124,206+2.0% | $82,637+53.3% |
| Participation rate | 5.9% | 58.4%-52.5pp | 69.6%-63.7pp | 68.1%-62.2pp |
| Annual return | 13.44% | 68.87%-55.4pp | 515.27%-501.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $198 | $2,644-92.5% | $3,968-95.0% | $4,126-95.2% |
| Admin fee / account holder | $1,980 | $4,281-53.8% | $5,929-66.6% | $7,339-73.0% |