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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 | $33,272 | $55,446-40.0% | $155,574-78.6% | $74,429-55.3% |
| Participation rate | 13.6% | 61.9%-48.3pp | 78.2%-64.6pp | 67.2%-53.6pp |
| Annual return | 16.81% | 269.20%-252.4pp | 64.87%-48.1pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $690 | $2,836-75.7% | $5,629-87.7% | $4,348-84.1% |
| Admin fee / account holder | $2,728 | $1,743+56.5% | $15,914-82.9% | $1,944+40.3% |