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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 | $28,898 | $39,028-26.0% | $80,741-64.2% | $85,847-66.3% |
| Participation rate | 12.5% | 41.6%-29.1pp | 54.2%-41.7pp | 69.3%-56.8pp |
| Annual return | 12.82% | 26.31%-13.5pp | 87.30%-74.5pp | 318.61%-305.8pp |
| Employer contribution / active EE | $451 | $722-37.6% | $1,160-61.2% | $2,565-82.4% |
| Participant deferral / active EE | $235 | $1,326-82.2% | $2,145-89.0% | $3,952-94.0% |
| Admin fee / account holder | $4,928 | $2,429+102.9% | $3,380+45.8% | $6,261-21.3% |