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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 | $31,764 | $103,008-69.2% | $90,304-64.8% | $152,897-79.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 17.37% | 95.22%-77.9pp | 78.13%-60.8pp | 345.43%-328.1pp |
| Employer contribution / active EE | $257 | $3,139-91.8% | $2,855-91.0% | $4,764-94.6% |
| Participant deferral / active EE | $285 | $4,281-93.3% | $3,885-92.7% | $5,851-95.1% |
| Admin fee / account holder | $14,620 | $6,175+136.8% | $5,354+173.1% | $11,599+26.0% |