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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 | $59,791 | $78,423-23.8% | $95,964-37.7% | $79,856-25.1% |
| Participation rate | 30.2% | 73.5%-43.3pp | 77.1%-46.9pp | 69.6%-39.4pp |
| Annual return | 13.14% | 19.37%-6.2pp | 91.64%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $444 | $3,440-87.1% | $4,167-89.4% | $3,741-88.1% |
| Admin fee / account holder | $9,146 | $5,622+62.7% | $6,797+34.6% | $5,306+72.4% |