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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 | $30,948 | $111,830-72.3% | $93,696-67.0% | $145,884-78.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 9.26% | 204.08%-194.8pp | 133.74%-124.5pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $666 | $4,920-86.5% | $4,417-84.9% | $6,690-90.0% |
| Admin fee / account holder | $70,023 | $10,249+583.2% | $8,287+745.0% | $13,392+422.9% |