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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 | $63,028 | $99,652-36.8% | $78,778-20.0% | $147,586-57.3% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.2%-44.2pp | 82.8%-57.8pp |
| Annual return | 23.27% | 47.28%-24.0pp | 35.62%-12.4pp | 578.59%-555.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $477 | $3,664-87.0% | $2,958-83.9% | $5,439-91.2% |
| Admin fee / account holder | $12,869 | $7,155+79.9% | $5,134+150.7% | $10,886+18.2% |