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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 | $85,915 | $112,935-23.9% | $90,970-5.6% | $158,966-46.0% |
| Participation rate | 8.3% | 74.7%-66.4pp | 69.0%-60.7pp | 82.0%-73.6pp |
| Annual return | 9.91% | 215.79%-205.9pp | 134.58%-124.7pp | 302.95%-293.0pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $886 | $4,129-78.5% | $3,373-73.7% | $5,983-85.2% |
| Admin fee / account holder | $33,465 | $8,045+315.9% | $5,960+461.5% | $11,250+197.5% |