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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 | $54,100 | $70,486-23.2% | $100,535-46.2% | $79,856-32.3% |
| Participation rate | 7.9% | 73.6%-65.8pp | 79.4%-71.5pp | 69.6%-61.7pp |
| Annual return | 1052.78% | 21.90%+1030.9pp | 30.90%+1021.9pp | 31.71%+1021.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,019 | $5,182-80.3% | $6,271-83.8% | $3,741-72.8% |
| Admin fee / account holder | $3,244 | $4,480-27.6% | $8,085-59.9% | $5,306-38.9% |