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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 | $32,382 | $104,937-69.1% | $84,628-61.7% | $152,897-78.8% |
| Participation rate | 14.3% | 74.8%-60.5pp | 68.2%-54.0pp | 82.5%-68.2pp |
| Annual return | 17.90% | 373.88%-356.0pp | 258.80%-240.9pp | 345.43%-327.5pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $56 | $4,690-98.8% | $3,900-98.6% | $5,851-99.0% |
| Admin fee / account holder | $20,184 | $6,243+223.3% | $4,914+310.8% | $11,599+74.0% |