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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 | $43,496+99.1% | $161,489-46.4% | $64,340+34.6% |
| Participation rate | 27.1% | 53.5%-26.4pp | 78.7%-51.6pp | 55.2%-28.1pp |
| Annual return | 186.15% | 20.76%+165.4pp | 89.72%+96.4pp | 24.14%+162.0pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $350 | $1,996-82.4% | $5,630-93.8% | $2,980-88.2% |
| Admin fee / account holder | $8,728 | $2,330+274.5% | $16,006-45.5% | $3,703+135.7% |