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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 | $59,948 | $110,307-45.7% | $96,576-37.9% | $139,456-57.0% |
| Participation rate | 20.0% | 78.1%-58.1pp | 76.0%-56.0pp | 80.3%-60.3pp |
| Annual return | 13.79% | 26.40%-12.6pp | 25.87%-12.1pp | 373.45%-359.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $165 | $5,547-97.0% | $4,851-96.6% | $6,711-97.5% |
| Admin fee / account holder | $26,196 | $11,597+125.9% | $8,253+217.4% | $11,407+129.6% |