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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 | $69,173 | $105,960-34.7% | $81,726-15.4% | $158,982-56.5% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.0%-43.4pp | 82.0%-53.4pp |
| Annual return | 8.81% | 38.19%-29.4pp | 29.49%-20.7pp | 302.99%-294.2pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $659 | $13,011-94.9% | $7,108-90.7% | $5,983-89.0% |
| Admin fee / account holder | $24,594 | $8,494+189.5% | $5,160+376.6% | $11,252+118.6% |