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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 | $41,377 | $55,437-25.4% | $155,534-73.4% | $74,459-44.4% |
| Participation rate | 21.5% | 61.9%-40.4pp | 78.2%-56.7pp | 67.2%-45.7pp |
| Annual return | 14.29% | 269.58%-255.3pp | 64.92%-50.6pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $660 | $2,837-76.8% | $5,630-88.3% | $4,350-84.8% |
| Admin fee / account holder | $11,159 | $1,742+540.4% | $15,900-29.8% | $1,945+473.8% |