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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 | $27,163 | $56,116-51.6% | $135,768-80.0% | $86,983-68.8% |
| Participation rate | 13.8% | 60.1%-46.3pp | 71.1%-57.3pp | 69.5%-55.7pp |
| Annual return | 12.99% | 125.33%-112.3pp | 526.10%-513.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $622 | $2,690-76.9% | $3,977-84.4% | $4,194-85.2% |
| Admin fee / account holder | $10,109 | $4,314+134.4% | $7,048+43.4% | $7,856+28.7% |