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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 | $92,633 | $99,957-7.3% | $149,730-38.1% | $73,493+26.0% |
| Participation rate | 9.7% | 75.7%-66.0pp | 82.5%-72.7pp | 70.7%-60.9pp |
| Annual return | 15.24% | 53.87%-38.6pp | 276.70%-261.5pp | 28.51%-13.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $850 | $6,073-86.0% | $6,843-87.6% | $3,740-77.3% |
| Admin fee / account holder | $2,582 | $551+368.9% | $9,310-72.3% | $513+403.2% |