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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 | $51,184-29.6% | $66,439-45.8% | $86,983-58.6% |
| Participation rate | 7.7% | 68.5%-60.8pp | 74.5%-66.8pp | 69.5%-61.8pp |
| Annual return | 13.23% | 17.07%-3.8pp | 757.66%-744.4pp | 25.83%-12.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $727 | $2,927-75.2% | $3,876-81.2% | $4,194-82.7% |
| Admin fee / account holder | $5,418 | $4,154+30.4% | $6,173-12.2% | $7,856-31.0% |