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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 | $79,917 | $73,532+8.7% | $178,505-55.2% | $74,478+7.3% |
| Participation rate | 35.7% | 66.6%-30.9pp | 77.1%-41.5pp | 67.2%-31.6pp |
| Annual return | 17.98% | 17.49%+0.5pp | 27.16%-9.2pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,509 | $4,519-66.6% | $6,280-76.0% | $4,350-65.3% |
| Admin fee / account holder | $2,999 | $1,813+65.4% | $10,428-71.2% | $1,946+54.1% |