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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 | $61,755+6.7% | $97,161-32.2% | $80,911-18.6% |
| Participation rate | 25.7% | 63.5%-37.8pp | 72.7%-47.0pp | 67.6%-41.9pp |
| Annual return | 11.22% | -557.90%+569.1pp | 75.36%-64.1pp | 35.63%-24.4pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $804 | $3,026-73.4% | $4,265-81.1% | $4,297-81.3% |
| Admin fee / account holder | $8,614 | $5,166+66.7% | $5,647+52.5% | $6,935+24.2% |