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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 | $34,283 | $105,200-67.4% | $159,474-78.5% | $85,847-60.1% |
| Participation rate | 17.9% | 75.8%-57.9pp | 82.8%-65.0pp | 69.3%-51.5pp |
| Annual return | 16.59% | 45.08%-28.5pp | 263.68%-247.1pp | 318.61%-302.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,542 | $5,946-74.1% | $7,353-79.0% | $3,952-61.0% |
| Admin fee / account holder | $12,235 | $6,934+76.4% | $10,802+13.3% | $6,261+95.4% |