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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 | $79,190 | $57,312+38.2% | $86,617-8.6% | $75,181+5.3% |
| Participation rate | 15.0% | 63.2%-48.2pp | 71.7%-56.7pp | 67.2%-52.2pp |
| Annual return | 15.42% | 2672.78%-2657.4pp | 591.91%-576.5pp | 160.69%-145.3pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $477 | $3,319-85.6% | $4,437-89.3% | $4,126-88.4% |
| Admin fee / account holder | $97,922 | $4,114+2280.1% | $5,613+1644.6% | $5,650+1633.2% |