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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 | $36,015 | $47,479-24.1% | $62,929-42.8% | $82,448-56.3% |
| Participation rate | 7.7% | 66.9%-59.2pp | 73.1%-65.4pp | 68.1%-60.4pp |
| Annual return | 13.23% | 20.34%-7.1pp | 1063.93%-1050.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $727 | $2,870-74.7% | $3,888-81.3% | $4,139-82.4% |
| Admin fee / account holder | $5,418 | $3,804+42.4% | $5,065+7.0% | $7,234-25.1% |