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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 | $51,377 | $110,337-53.4% | $102,383-49.8% | $145,877-64.8% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 16.69% | 24.83%-8.1pp | 24.94%-8.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $673 | $5,621-88.0% | $5,060-86.7% | $6,691-89.9% |
| Admin fee / account holder | $32,018 | $9,750+228.4% | $8,391+281.6% | $13,402+138.9% |