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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 | $58,199 | $52,188+11.5% | $86,617-32.8% | $74,440-21.8% |
| Participation rate | 12.9% | 66.3%-53.5pp | 71.7%-58.8pp | 70.7%-57.9pp |
| Annual return | 14.32% | 44.46%-30.1pp | 591.91%-577.6pp | 34.37%-20.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,023-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $487 | $3,383-85.6% | $4,437-89.0% | $4,529-89.2% |
| Admin fee / account holder | $1,817 | $319+470.1% | $5,613-67.6% | $348+422.2% |