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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 | $16,652 | $47,479-64.9% | $62,929-73.5% | $82,448-79.8% |
| Participation rate | 3.6% | 66.9%-63.3pp | 73.1%-69.5pp | 68.1%-64.5pp |
| Annual return | 21.59% | 20.34%+1.2pp | 1063.93%-1042.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $140 | $2,870-95.1% | $3,888-96.4% | $4,139-96.6% |
| Admin fee / account holder | $4,410 | $3,804+15.9% | $5,065-12.9% | $7,234-39.0% |