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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 | $28,745 | $85,171-66.3% | $172,753-83.4% | $72,976-60.6% |
| Participation rate | 22.2% | 70.1%-47.8pp | 82.6%-60.4pp | 69.5%-47.3pp |
| Annual return | 20.45% | 27.32%-6.9pp | 803.00%-782.6pp | 81.02%-60.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $671 | $3,260-79.4% | $5,198-87.1% | $3,608-81.4% |
| Admin fee / account holder | $7,619 | $5,880+29.6% | $13,956-45.4% | $5,124+48.7% |