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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 | $82,788 | $102,385-19.1% | $147,080-43.7% | $80,935+2.3% |
| Participation rate | 6.5% | 75.9%-69.4pp | 82.2%-75.7pp | 67.7%-61.2pp |
| Annual return | 12.84% | 135.09%-122.3pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $980 | $6,651-85.3% | $8,066-87.8% | $4,299-77.2% |
| Admin fee / account holder | $27,290 | $7,951+243.2% | $12,989+110.1% | $6,924+294.1% |