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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 | $81,813 | $65,041+25.8% | $90,965-10.1% | $79,858+2.4% |
| Participation rate | 35.8% | 61.6%-25.8pp | 69.0%-33.2pp | 69.6%-33.8pp |
| Annual return | 10.45% | 30.45%-20.0pp | 134.57%-124.1pp | 31.72%-21.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $503 | $2,512-80.0% | $3,373-85.1% | $3,740-86.5% |
| Admin fee / account holder | $28,849 | $4,536+536.0% | $5,960+384.1% | $5,306+443.7% |