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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 | $73,941 | $58,391+26.6% | $76,667-3.6% | $72,976+1.3% |
| Participation rate | 48.1% | 67.4%-19.2pp | 72.1%-24.0pp | 69.5%-21.3pp |
| Annual return | 16.89% | 2306.65%-2289.8pp | 1166.74%-1149.8pp | 81.02%-64.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $989 | $2,690-63.2% | $3,336-70.4% | $3,608-72.6% |
| Admin fee / account holder | $12,521 | $4,014+211.9% | $6,423+94.9% | $5,124+144.3% |