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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 | $23,164 | $112,112-79.3% | $95,956-75.9% | $158,950-85.4% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 10.06% | 171.15%-161.1pp | 91.63%-81.6pp | 302.91%-292.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $671 | $4,784-86.0% | $4,167-83.9% | $5,983-88.8% |
| Admin fee / account holder | $15,843 | $10,134+56.3% | $6,797+133.1% | $11,248+40.8% |