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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 | $80,225 | $59,448+34.9% | $93,696-14.4% | $74,459+7.7% |
| Participation rate | 30.4% | 59.6%-29.2pp | 68.7%-38.3pp | 67.2%-36.8pp |
| Annual return | 13.70% | 82.11%-68.4pp | 133.74%-120.0pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $745 | $3,052-75.6% | $4,417-83.1% | $4,350-82.9% |
| Admin fee / account holder | $5,768 | $3,027+90.5% | $8,287-30.4% | $1,945+196.6% |