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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 | $54,584 | $102,595-46.8% | $94,057-42.0% | $154,746-64.7% |
| Participation rate | 26.7% | 76.0%-49.3pp | 73.3%-46.7pp | 80.7%-54.0pp |
| Annual return | 10.43% | 583.42%-573.0pp | 480.62%-470.2pp | 172.34%-161.9pp |
| Employer contribution / active EE | $595 | $3,147-81.1% | $2,933-79.7% | $4,379-86.4% |
| Participant deferral / active EE | $744 | $5,118-85.5% | $4,709-84.2% | $6,730-88.9% |
| Admin fee / account holder | $27,671 | $7,736+257.7% | $7,244+282.0% | $14,365+92.6% |