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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 | $47,456 | $48,570-2.3% | $130,660-63.7% | $72,976-35.0% |
| Participation rate | 5.7% | 58.6%-52.9pp | 71.7%-66.0pp | 69.5%-63.8pp |
| Annual return | 23.53% | 38.63%-15.1pp | 1709.29%-1685.8pp | 81.02%-57.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $234 | $2,384-90.2% | $3,603-93.5% | $3,608-93.5% |
| Admin fee / account holder | $5,805 | $3,549+63.6% | $5,463+6.2% | $5,124+13.3% |