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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 | $65,872 | $61,815+6.6% | $97,295-32.3% | $80,959-18.6% |
| Participation rate | 25.7% | 63.5%-37.8pp | 72.7%-46.9pp | 67.7%-42.0pp |
| Annual return | 11.22% | -558.73%+570.0pp | 75.62%-64.4pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $804 | $3,027-73.4% | $4,264-81.1% | $4,300-81.3% |
| Admin fee / account holder | $8,614 | $5,166+66.8% | $5,646+52.6% | $6,925+24.4% |