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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 | $63,694 | $57,350+11.1% | $83,850-24.0% | $64,181-0.8% |
| Participation rate | 51.7% | 68.6%-16.9pp | 76.1%-24.4pp | 69.6%-17.8pp |
| Annual return | -5.23% | 11.38%-16.6pp | 850.92%-856.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $10,937 | $2,545+329.7% | $3,631+201.2% | $2,381+359.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,876 | $4,046+218.3% | $5,478+135.0% | $4,887+163.5% |