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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 | $73,833 | $80,763-8.6% | $102,412-27.9% | $74,459-0.8% |
| Participation rate | 8.5% | 65.7%-57.1pp | 74.5%-66.0pp | 67.2%-58.7pp |
| Annual return | 26.84% | 27.57%-0.7pp | 24.94%+1.9pp | 1369.70%-1342.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $377 | $3,862-90.2% | $5,060-92.6% | $4,350-91.3% |
| Admin fee / account holder | $8,560 | $2,371+261.0% | $8,388+2.1% | $1,945+340.1% |