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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 | $78,679 | $55,122+42.7% | $104,625-24.8% | $73,493+7.1% |
| Participation rate | 41.5% | 67.7%-26.2pp | 74.1%-32.5pp | 70.7%-29.2pp |
| Annual return | 17.24% | 24.77%-7.5pp | 340.60%-323.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,221 | $2,919-58.2% | $3,738-67.3% | $3,740-67.3% |
| Admin fee / account holder | $3,445 | $423+714.8% | $6,465-46.7% | $513+571.4% |