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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 | $55,801 | $122,051-54.3% | $184,185-69.7% | $74,400-25.0% |
| Participation rate | 23.6% | 85.5%-61.9pp | 86.8%-63.3pp | 67.2%-43.6pp |
| Annual return | 22.10% | 19.91%+2.2pp | 28.81%-6.7pp | 1367.51%-1345.4pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,426-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,194 | $7,146-69.3% | $9,132-76.0% | $4,348-49.6% |
| Admin fee / account holder | $9,661 | $1,258+667.9% | $13,909-30.5% | $1,944+397.1% |