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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 | $22,715 | $107,368-78.8% | $92,915-75.6% | $152,909-85.1% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 15.83% | 145.64%-129.8pp | 109.45%-93.6pp | 345.46%-329.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $769 | $4,848-84.1% | $4,238-81.8% | $5,851-86.9% |
| Admin fee / account holder | $9,539 | $7,082+34.7% | $5,796+64.6% | $11,601-17.8% |