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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 | $37,399 | $58,275-35.8% | $81,844-54.3% | $80,935-53.8% |
| Participation rate | 15.2% | 63.5%-48.3pp | 72.4%-57.2pp | 67.7%-52.5pp |
| Annual return | 12.22% | 41.82%-29.6pp | 778.87%-766.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $559 | $3,285-83.0% | $4,323-87.1% | $4,299-87.0% |
| Admin fee / account holder | $25,460 | $4,749+436.2% | $7,355+246.1% | $6,924+267.7% |