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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 | $30,651 | $103,000-70.2% | $90,300-66.1% | $152,885-80.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 14.64% | 95.19%-80.6pp | 78.11%-63.5pp | 345.39%-330.7pp |
| Employer contribution / active EE | $944 | $3,138-69.9% | $2,854-66.9% | $4,763-80.2% |
| Participant deferral / active EE | $629 | $4,281-85.3% | $3,884-83.8% | $5,851-89.2% |
| Admin fee / account holder | $8,993 | $6,173+45.7% | $5,353+68.0% | $11,598-22.5% |