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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 | $35,248 | $45,900-23.2% | $94,057-62.5% | $64,340-45.2% |
| Participation rate | 14.8% | 50.6%-35.8pp | 73.3%-58.6pp | 55.2%-40.5pp |
| Annual return | 14.26% | 50.47%-36.2pp | 480.62%-466.4pp | 24.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $478 | $2,102-77.3% | $4,709-89.8% | $2,980-84.0% |
| Admin fee / account holder | $3,264 | $3,143+3.8% | $7,244-54.9% | $3,703-11.8% |