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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 | $81,688 | $110,809-26.3% | $86,874-6.0% | $167,497-51.2% |
| Participation rate | 52.4% | 75.8%-23.4pp | 71.6%-19.3pp | 82.1%-29.7pp |
| Annual return | 10.80% | 116.98%-106.2pp | 63.52%-52.7pp | 478.62%-467.8pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $678 | $4,546-85.1% | $3,699-81.7% | $6,341-89.3% |
| Admin fee / account holder | $16,969 | $8,415+101.7% | $5,828+191.2% | $12,310+37.8% |