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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 | $84,664 | $99,079-14.5% | $78,002+8.5% | $273,972-69.1% |
| Participation rate | 21.4% | 78.6%-57.1pp | 75.5%-54.1pp | 83.0%-61.6pp |
| Annual return | 5.30% | 217.93%-212.6pp | 425.99%-420.7pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,128 | $3,308-65.9% | $2,470-54.3% | $4,869-76.8% |
| Participant deferral / active EE | $982 | $4,306-77.2% | $3,497-71.9% | $5,287-81.4% |
| Admin fee / account holder | $16,941 | $8,954+89.2% | $5,481+209.1% | $10,133+67.2% |