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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 | $47,915 | $100,203-52.2% | $85,240-43.8% | $145,897-67.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 13.06% | 84.28%-71.2pp | 66.75%-53.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $192 | $5,299-96.4% | $4,527-95.8% | $6,689-97.1% |
| Admin fee / account holder | $21,532 | $7,265+196.4% | $6,165+249.3% | $13,390+60.8% |