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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 | $60,319 | $50,082+20.4% | $93,515-35.5% | $79,856-24.5% |
| Participation rate | 23.8% | 60.9%-37.2pp | 66.8%-43.1pp | 69.6%-45.9pp |
| Annual return | 42.39% | 24.59%+17.8pp | 78.21%-35.8pp | 31.71%+10.7pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,077-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $607 | $2,212-72.6% | $3,129-80.6% | $3,741-83.8% |
| Admin fee / account holder | $43,104 | $3,454+1147.9% | $5,235+723.4% | $5,306+712.3% |