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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 | $68,733 | $80,781-14.9% | $102,437-32.9% | $74,478-7.7% |
| Participation rate | 26.6% | 65.7%-39.0pp | 74.5%-47.9pp | 67.2%-40.6pp |
| Annual return | 14.89% | 27.58%-12.7pp | 24.95%-10.1pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,336 | $3,862-65.4% | $5,060-73.6% | $4,350-69.3% |
| Admin fee / account holder | $6,302 | $2,372+165.7% | $8,388-24.9% | $1,946+223.9% |