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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 | $78,304 | $79,184-1.1% | $102,438-23.6% | $74,546+5.0% |
| Participation rate | 42.7% | 74.8%-32.1pp | 76.5%-33.8pp | 67.2%-24.5pp |
| Annual return | 13.90% | 54.95%-41.0pp | 29.37%-15.5pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,967 | $4,414-55.4% | $5,054-61.1% | $4,347-54.8% |
| Admin fee / account holder | $9,425 | $2,001+370.9% | $9,448-0.2% | $1,944+384.9% |