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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 | $66,592 | $93,010-28.4% | $96,538-31.0% | $74,473-10.6% |
| Participation rate | 13.5% | 71.6%-58.0pp | 74.3%-60.8pp | 70.7%-57.2pp |
| Annual return | 92.92% | 37.50%+55.4pp | 35.74%+57.2pp | 34.36%+58.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $3,740-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $724 | $3,971-81.8% | $4,880-85.2% | $4,530-84.0% |
| Admin fee / account holder | $4,151 | $633+555.4% | $6,737-38.4% | $347+1096.0% |