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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 | $72,397 | $70,666+2.4% | $169,385-57.3% | $75,181-3.7% |
| Participation rate | 25.0% | 64.8%-39.8pp | 77.2%-52.2pp | 67.2%-42.2pp |
| Annual return | 23.31% | 36.37%-13.1pp | 405.82%-382.5pp | 160.69%-137.4pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,084 | $4,308-74.8% | $6,221-82.6% | $4,126-73.7% |
| Admin fee / account holder | $34,206 | $5,402+533.2% | $9,011+279.6% | $5,650+505.4% |