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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 | $22,583 | $129,476-82.6% | $93,515-75.9% | $158,982-85.8% |
| Participation rate | 50.0% | 71.0%-21.0pp | 66.8%-16.8pp | 82.0%-32.0pp |
| Annual return | 4.32% | 118.56%-114.2pp | 78.21%-73.9pp | 302.99%-298.7pp |
| Employer contribution / active EE | $0 | $2,717-100.0% | $2,077-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $298 | $3,916-92.4% | $3,129-90.5% | $5,983-95.0% |
| Admin fee / account holder | $12,055 | $7,396+63.0% | $5,235+130.3% | $11,252+7.1% |