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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 | $65,777 | $52,379+25.6% | $46,225+42.3% | $273,972-76.0% |
| Participation rate | 10.0% | 84.0%-74.0pp | 79.5%-69.5pp | 83.0%-73.0pp |
| Annual return | 12.08% | 7.23%+4.8pp | 7.57%+4.5pp | 41.46%-29.4pp |
| Employer contribution / active EE | $0 | $4,226-100.0% | $3,424-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $545 | $4,660-88.3% | $3,776-85.6% | $5,287-89.7% |
| Admin fee / account holder | $15,889 | $4,652+241.5% | $3,519+351.4% | $10,133+56.8% |