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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 | $40,029 | $102,382-60.9% | $147,005-72.8% | $80,874-50.5% |
| Participation rate | 9.7% | 75.8%-66.2pp | 82.2%-72.5pp | 67.6%-58.0pp |
| Annual return | 16.68% | 134.89%-118.2pp | 418.76%-402.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,178 | $6,646-82.3% | $8,070-85.4% | $4,297-72.6% |
| Admin fee / account holder | $8,098 | $7,942+2.0% | $13,006-37.7% | $6,935+16.8% |