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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 | $97,533 | $162,812-40.1% | $133,971-27.2% | $158,966-38.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 7.23% | 41.94%-34.7pp | 45.09%-37.9pp | 302.95%-295.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,532 | $5,910-74.1% | $5,047-69.7% | $5,983-74.4% |
| Admin fee / account holder | $123,183 | $11,741+949.2% | $8,929+1279.5% | $11,250+995.0% |