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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 | $42,026 | $58,493-28.2% | $84,023-50.0% | $72,976-42.4% |
| Participation rate | 18.8% | 61.2%-42.5pp | 69.0%-50.3pp | 69.5%-50.7pp |
| Annual return | 105.17% | 28.93%+76.2pp | 71.32%+33.8pp | 81.02%+24.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $203 | $2,394-91.5% | $3,239-93.7% | $3,608-94.4% |
| Admin fee / account holder | $2,401 | $4,569-47.4% | $6,102-60.6% | $5,124-53.1% |