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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 | $21,191 | $56,134-62.2% | $96,192-78.0% | $85,851-75.3% |
| Participation rate | 29.4% | 56.7%-27.3pp | 68.4%-39.0pp | 69.3%-39.9pp |
| Annual return | 13.43% | 42.30%-28.9pp | 192.09%-178.7pp | 318.63%-305.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $542 | $2,858-81.0% | $4,351-87.5% | $3,952-86.3% |
| Admin fee / account holder | $6,416 | $3,769+70.2% | $5,539+15.8% | $6,261+2.5% |