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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 | $52,908 | $55,902-5.4% | $76,030-30.4% | $80,959-34.6% |
| Participation rate | 6.5% | 62.1%-55.5pp | 69.1%-62.5pp | 67.7%-61.1pp |
| Annual return | 23.52% | 20.59%+2.9pp | 361.54%-338.0pp | 35.67%-12.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $181 | $3,051-94.1% | $4,257-95.7% | $4,300-95.8% |
| Admin fee / account holder | $36,404 | $5,239+594.8% | $6,421+467.0% | $6,925+425.7% |