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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 | $39,884 | $167,503-76.2% | $151,627-73.7% | $134,493-70.3% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -10.47% | 7.80%-18.3pp | 3.33%-13.8pp | 418.01%-428.5pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,151 | $8,985-87.2% | $8,363-86.2% | $6,400-82.0% |
| Admin fee / account holder | $30,304 | $13,777+120.0% | $11,612+161.0% | $11,425+165.2% |