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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 | $44,921 | $107,941-58.4% | $91,994-51.2% | $152,909-70.6% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.5%-42.5pp |
| Annual return | 25.59% | 89.28%-63.7pp | 69.04%-43.5pp | 345.46%-319.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $946 | $6,366-85.1% | $5,924-84.0% | $5,851-83.8% |
| Admin fee / account holder | $43,835 | $10,521+316.6% | $7,744+466.1% | $11,601+277.9% |