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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 | $40,193 | $102,422-60.8% | $147,117-72.7% | $80,959-50.4% |
| Participation rate | 53.1% | 75.9%-22.7pp | 82.2%-29.1pp | 67.7%-14.5pp |
| Annual return | 14.71% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,867 | $6,652-71.9% | $8,065-76.8% | $4,300-56.6% |
| Admin fee / account holder | $8,308 | $7,953+4.5% | $12,993-36.1% | $6,925+20.0% |