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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 | $61,439 | $115,810-46.9% | $101,271-39.3% | $158,966-61.4% |
| Participation rate | 23.5% | 79.4%-55.8pp | 75.8%-52.3pp | 82.0%-58.4pp |
| Annual return | 14.20% | 56.15%-41.9pp | 46.48%-32.3pp | 302.95%-288.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $76 | $4,958-98.5% | $4,371-98.3% | $5,983-98.7% |
| Admin fee / account holder | $13,760 | $7,248+89.8% | $5,948+131.4% | $11,250+22.3% |