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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 | $52,353+142.0% | $120,225+5.4% | $82,448+53.7% |
| Participation rate | 5.9% | 58.3%-52.4pp | 69.6%-63.7pp | 68.1%-62.2pp |
| Annual return | 13.44% | 61.85%-48.4pp | 439.23%-425.8pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $198 | $2,627-92.5% | $3,999-95.0% | $4,139-95.2% |
| Admin fee / account holder | $1,980 | $4,363-54.6% | $5,696-65.2% | $7,234-72.6% |