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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 | $95,107 | $101,653-6.4% | $147,080-35.3% | $74,459+27.7% |
| Participation rate | 46.0% | 75.6%-29.5pp | 82.2%-36.1pp | 67.2%-21.2pp |
| Annual return | 13.35% | 8754.98%-8741.6pp | 420.17%-406.8pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $1,174 | $3,813-69.2% | $4,933-76.2% | $2,626-55.3% |
| Participant deferral / active EE | $2,412 | $7,304-67.0% | $8,066-70.1% | $4,350-44.6% |
| Admin fee / account holder | $5,834 | $1,752+233.1% | $12,989-55.1% | $1,945+200.0% |