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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 | $36,177 | $52,188-30.7% | $86,640-58.2% | $74,460-51.4% |
| Participation rate | 7.4% | 66.3%-58.9pp | 71.7%-64.3pp | 70.7%-63.4pp |
| Annual return | 16.34% | 44.46%-28.1pp | 592.52%-576.2pp | 34.38%-18.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,024-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $577 | $3,383-82.9% | $4,438-87.0% | $4,530-87.3% |
| Admin fee / account holder | $11,220 | $319+3421.4% | $5,616+99.8% | $348+3126.1% |