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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 | $34,985 | $61,125-42.8% | $94,057-62.8% | $87,485-60.0% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.3%-6.7pp | 68.9%-2.3pp |
| Annual return | 15.36% | 35.20%-19.8pp | 480.62%-465.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $3,060 | $2,136+43.2% | $2,933+4.3% | $2,596+17.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,666 | $5,629+0.7% | $7,244-21.8% | $7,775-27.1% |