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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 | $86,608 | $43,749+98.0% | $158,223-45.3% | $65,306+32.6% |
| Participation rate | 27.1% | 56.9%-29.8pp | 79.2%-52.1pp | 57.7%-30.5pp |
| Annual return | 186.15% | 19.41%+166.7pp | 52.09%+134.1pp | 21.94%+164.2pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $350 | $2,019-82.6% | $5,467-93.6% | $2,959-88.2% |
| Admin fee / account holder | $8,728 | $1,930+352.2% | $16,047-45.6% | $3,480+150.8% |