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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 | $26,439 | $63,342-58.3% | $92,236-71.3% | $70,131-62.3% |
| Participation rate | 41.7% | 68.7%-27.0pp | 76.5%-34.8pp | 69.5%-27.9pp |
| Annual return | 15.24% | 530.15%-514.9pp | 176.29%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $899 | $2,854-68.5% | $3,897-76.9% | $3,332-73.0% |
| Admin fee / account holder | $9,882 | $3,840+157.3% | $5,194+90.3% | $4,645+112.7% |