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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 | $94,330 | $116,167-18.8% | $64,489+46.3% | $137,256-31.3% |
| Participation rate | 33.3% | 68.2%-34.9pp | 67.7%-34.4pp | 80.0%-46.6pp |
| Annual return | 7.68% | 36.55%-28.9pp | 55.03%-47.3pp | 220.34%-212.7pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $57 | $4,215-98.7% | $2,778-98.0% | $6,407-99.1% |
| Admin fee / account holder | $26,984 | $6,188+336.1% | $4,260+533.4% | $12,270+119.9% |