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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 | $29,918 | $85,171-64.9% | $172,752-82.7% | $72,975-59.0% |
| Participation rate | 36.2% | 70.1%-33.9pp | 82.6%-46.4pp | 69.5%-33.3pp |
| Annual return | 20.22% | 27.32%-7.1pp | 802.97%-782.7pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $336 | $3,260-89.7% | $5,198-93.5% | $3,608-90.7% |
| Admin fee / account holder | $5,553 | $5,880-5.6% | $13,955-60.2% | $5,124+8.4% |