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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 | $39,901 | $77,145-48.3% | $108,410-63.2% | $85,856-53.5% |
| Participation rate | 57.7% | 74.7%-17.0pp | 80.1%-22.4pp | 69.3%-11.6pp |
| Annual return | 14.88% | 44.54%-29.7pp | 905.34%-890.5pp | 318.58%-303.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,634 | $5,566-70.7% | $6,562-75.1% | $3,952-58.7% |
| Admin fee / account holder | $13,262 | $5,172+156.4% | $7,296+81.8% | $6,261+111.8% |