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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 | $27,138 | $102,422-73.5% | $147,117-81.6% | $80,959-66.5% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.9pp | 67.7%-4.3pp |
| Annual return | 13.90% | 135.16%-121.3pp | 420.54%-406.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,299 | $6,652-65.4% | $8,065-71.5% | $4,300-46.5% |
| Admin fee / account holder | $1,956 | $7,953-75.4% | $12,993-84.9% | $6,925-71.8% |