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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 | $35,544 | $47,105-24.5% | $68,368-48.0% | $67,986-47.7% |
| Participation rate | 30.6% | 51.8%-21.1pp | 73.8%-43.1pp | 57.2%-26.6pp |
| Annual return | 13.09% | 48.37%-35.3pp | 292.57%-279.5pp | 31.67%-18.6pp |
| Employer contribution / active EE | $504 | $1,859-72.9% | $2,649-81.0% | $2,019-75.1% |
| Participant deferral / active EE | $197 | $2,374-91.7% | $4,123-95.2% | $3,358-94.1% |
| Admin fee / account holder | $14,324 | $2,435+488.3% | $5,150+178.1% | $3,203+347.2% |