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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 | $102,050 | $106,236-3.9% | $96,496+5.8% | $139,427-26.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 11.41% | 38.43%-27.0pp | 35.70%-24.3pp | 373.27%-361.9pp |
| Employer contribution / active EE | $1,871 | $4,104-54.4% | $3,738-49.9% | $4,752-60.6% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $25,822 | $7,879+227.8% | $6,731+283.7% | $11,404+126.4% |