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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 | $32,940 | $112,121-70.6% | $95,960-65.7% | $158,966-79.3% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 8.47% | 171.16%-162.7pp | 91.63%-83.2pp | 302.95%-294.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $866 | $4,784-81.9% | $4,167-79.2% | $5,983-85.5% |
| Admin fee / account holder | $69,389 | $10,135+584.7% | $6,797+920.9% | $11,250+516.8% |