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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 | $69,995 | $48,570+44.1% | $130,660-46.4% | $72,975-4.1% |
| Participation rate | 54.3% | 58.6%-4.2pp | 71.7%-17.4pp | 69.5%-15.1pp |
| Annual return | 17.32% | 38.63%-21.3pp | 1709.29%-1692.0pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $748 | $2,384-68.6% | $3,603-79.2% | $3,608-79.3% |
| Admin fee / account holder | $14,852 | $3,549+318.5% | $5,463+171.9% | $5,124+189.9% |