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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 | $93,813 | $49,177+90.8% | $79,466+18.1% | $64,173+46.2% |
| Participation rate | 10.6% | 65.0%-54.4pp | 73.3%-62.7pp | 69.6%-59.0pp |
| Annual return | -6.83% | -1.16%-5.7pp | 718.28%-725.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $325 | $2,821-88.5% | $3,704-91.2% | $3,470-90.6% |
| Admin fee / account holder | $6,498 | $3,839+69.3% | $5,104+27.3% | $4,887+33.0% |