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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 | $28,952 | $78,423-63.1% | $95,964-69.8% | $79,856-63.7% |
| Participation rate | 41.2% | 73.5%-32.3pp | 77.1%-35.9pp | 69.6%-28.5pp |
| Annual return | 28.37% | 19.37%+9.0pp | 91.64%-63.3pp | 31.71%-3.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $33 | $3,440-99.0% | $4,167-99.2% | $3,741-99.1% |
| Admin fee / account holder | $14,079 | $5,622+150.4% | $6,797+107.1% | $5,306+165.3% |