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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 | $23,978 | $89,364-73.2% | $141,177-83.0% | $72,983-67.1% |
| Participation rate | 10.3% | 75.1%-64.8pp | 82.5%-72.2pp | 69.5%-59.2pp |
| Annual return | 57.18% | 111.86%-54.7pp | 71.40%-14.2pp | 81.01%-23.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $685 | $5,419-87.4% | $6,710-89.8% | $3,608-81.0% |
| Admin fee / account holder | $10,753 | $5,959+80.5% | $10,263+4.8% | $5,124+109.9% |