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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 | $42,135 | $96,388-56.3% | $80,627-47.7% | $139,466-69.8% |
| Participation rate | 22.2% | 73.6%-51.4pp | 67.0%-44.8pp | 80.3%-58.1pp |
| Annual return | 17.24% | 1352.08%-1334.8pp | 936.76%-919.5pp | 373.66%-356.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $90 | $5,224-98.3% | $4,443-98.0% | $6,712-98.7% |
| Admin fee / account holder | $11,731 | $6,603+77.7% | $5,381+118.0% | $11,409+2.8% |