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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 | $60,701 | $63,082-3.8% | $81,726-25.7% | $79,856-24.0% |
| Participation rate | 11.0% | 67.5%-56.6pp | 72.0%-61.0pp | 69.6%-58.7pp |
| Annual return | 1082.07% | 22.66%+1059.4pp | 29.49%+1052.6pp | 31.71%+1050.4pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $765 | $2,780-72.5% | $7,108-89.2% | $3,741-79.5% |
| Admin fee / account holder | $2,519 | $4,428-43.1% | $5,160-51.2% | $5,306-52.5% |