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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 | $40,303 | $107,944-62.7% | $91,994-56.2% | $152,885-73.6% |
| Participation rate | 16.7% | 81.2%-64.5pp | 78.6%-62.0pp | 82.5%-65.8pp |
| Annual return | 17.06% | 89.26%-72.2pp | 69.03%-52.0pp | 345.39%-328.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,766 | $6,365-72.2% | $5,923-70.2% | $5,851-69.8% |
| Admin fee / account holder | $13,412 | $10,521+27.5% | $7,743+73.2% | $11,598+15.6% |