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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 | $99,858 | $36,002+177.4% | $161,489-38.2% | $64,728+54.3% |
| Participation rate | 10.6% | 57.4%-46.8pp | 78.7%-68.1pp | 57.9%-47.3pp |
| Annual return | 14.16% | 33.93%-19.8pp | 89.72%-75.6pp | 49.38%-35.2pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $390 | $1,815-78.5% | $5,630-93.1% | $2,729-85.7% |
| Admin fee / account holder | $27,794 | $931+2886.6% | $16,006+73.6% | $1,145+2327.1% |