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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 | $38,819 | $48,364-19.7% | $71,796-45.9% | $62,881-38.3% |
| Participation rate | 10.0% | 60.6%-50.6pp | 69.1%-59.1pp | 69.3%-59.3pp |
| Annual return | 10.24% | 13.16%-2.9pp | 78.04%-67.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $491 | $2,091-76.5% | $2,794-82.4% | $3,203-84.7% |
| Admin fee / account holder | $19,634 | $3,771+420.6% | $4,815+307.8% | $4,296+357.1% |