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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 | $57,135 | $55,470+3.0% | $155,556-63.3% | $74,478-23.3% |
| Participation rate | 2.7% | 61.9%-59.2pp | 78.2%-75.5pp | 67.2%-64.5pp |
| Annual return | 17.83% | 269.80%-252.0pp | 64.84%-47.0pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $245 | $2,838-91.4% | $5,631-95.7% | $4,350-94.4% |
| Admin fee / account holder | $1,225 | $1,744-29.7% | $15,885-92.3% | $1,946-37.0% |