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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 | $110,830-26.3% | $86,625-5.7% | $167,553-51.2% |
| Participation rate | 52.4% | 75.8%-23.4pp | 71.6%-19.3pp | 82.1%-29.7pp |
| Annual return | 10.80% | 116.99%-106.2pp | 63.52%-52.7pp | 478.89%-468.1pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $678 | $4,548-85.1% | $3,700-81.7% | $6,343-89.3% |
| Admin fee / account holder | $16,969 | $8,420+101.5% | $5,830+191.0% | $12,316+37.8% |