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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 | $67,987 | $51,184+32.8% | $66,439+2.3% | $86,983-21.8% |
| Participation rate | 36.8% | 68.5%-31.6pp | 74.5%-37.7pp | 69.5%-32.7pp |
| Annual return | 10.77% | 17.07%-6.3pp | 757.66%-746.9pp | 25.83%-15.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $672 | $2,927-77.0% | $3,876-82.7% | $4,194-84.0% |
| Admin fee / account holder | $17,819 | $4,154+328.9% | $6,173+188.6% | $7,856+126.8% |