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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 | $79,688 | $70,418+13.2% | $96,570-17.5% | $85,847-7.2% |
| Participation rate | 18.1% | 61.8%-43.8pp | 69.8%-51.8pp | 69.3%-51.3pp |
| Annual return | 11.23% | 18.59%-7.4pp | 37.79%-26.6pp | 318.61%-307.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,162 | $2,894-59.8% | $3,849-69.8% | $3,952-70.6% |
| Admin fee / account holder | $16,159 | $4,995+223.5% | $6,182+161.4% | $6,261+158.1% |