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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 | $70,724 | $50,902+38.9% | $155,534-54.5% | $77,736-9.0% |
| Participation rate | 11.2% | 63.1%-51.9pp | 78.2%-67.0pp | 70.6%-59.4pp |
| Annual return | 14.54% | 34.85%-20.3pp | 64.92%-50.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $380 | $2,824-86.5% | $5,630-93.2% | $4,651-91.8% |
| Admin fee / account holder | $12,819 | $437+2833.5% | $15,900-19.4% | $433+2858.3% |