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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 | $29,819 | $43,730-31.8% | $66,674-55.3% | $64,097-53.5% |
| Participation rate | 16.2% | 50.7%-34.5pp | 73.7%-57.5pp | 55.2%-39.0pp |
| Annual return | 14.71% | 53.62%-38.9pp | 321.24%-306.5pp | 34.64%-19.9pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $290 | $2,122-86.3% | $4,084-92.9% | $3,080-90.6% |
| Admin fee / account holder | $3,354 | $2,708+23.9% | $5,098-34.2% | $3,454-2.9% |