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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 | $47,435 | $96,678-50.9% | $86,640-45.3% | $139,466-66.0% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 13.09% | 106.69%-93.6pp | 592.52%-579.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $208 | $4,837-95.7% | $4,438-95.3% | $6,712-96.9% |
| Admin fee / account holder | $16,544 | $6,410+158.1% | $5,616+194.6% | $11,409+45.0% |