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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 | $27,129 | $106,008-74.4% | $92,240-70.6% | $147,586-81.6% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 12.98% | 50.05%-37.1pp | 176.29%-163.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $504 | $4,478-88.7% | $3,897-87.1% | $5,439-90.7% |
| Admin fee / account holder | $10,677 | $6,333+68.6% | $5,194+105.6% | $10,886-1.9% |