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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 | $44,353 | $47,977-7.6% | $154,111-71.2% | $56,287-21.2% |
| Participation rate | 15.7% | 66.2%-50.4pp | 83.0%-67.3pp | 69.9%-54.1pp |
| Annual return | 75.74% | 3.54%+72.2pp | 735.18%-659.4pp | -9.96%+85.7pp |
| Employer contribution / active EE | $422 | $2,169-80.5% | $5,298-92.0% | $2,111-80.0% |
| Participant deferral / active EE | $574 | $2,392-76.0% | $5,081-88.7% | $3,350-82.9% |
| Admin fee / account holder | $3,333 | $438+660.6% | $13,411-75.1% | $521+539.8% |