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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 | $47,497 | $24,811+91.4% | $69,701-31.9% | $74,546-36.3% |
| Participation rate | 21.1% | 63.5%-42.4pp | 66.4%-45.3pp | 67.2%-46.1pp |
| Annual return | 14.31% | 18.53%-4.2pp | 100.32%-86.0pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $1,713-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $738 | $1,904-61.2% | $2,887-74.4% | $4,347-83.0% |
| Admin fee / account holder | $3,167 | $1,898+66.9% | $4,717-32.8% | $1,944+63.0% |