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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 | $38,010 | $47,479-19.9% | $62,929-39.6% | $82,448-53.9% |
| Participation rate | 11.1% | 66.9%-55.8pp | 73.1%-62.0pp | 68.1%-57.0pp |
| Annual return | 15.23% | 20.34%-5.1pp | 1063.93%-1048.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $124 | $2,870-95.7% | $3,888-96.8% | $4,139-97.0% |
| Admin fee / account holder | $1,707 | $3,804-55.1% | $5,065-66.3% | $7,234-76.4% |