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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 | $65,943 | $211,239-68.8% | $178,528-63.1% | $145,877-54.8% |
| Participation rate | 22.2% | 80.8%-58.6pp | 77.1%-54.9pp | 80.3%-58.1pp |
| Annual return | 8.35% | 30.22%-21.9pp | 27.11%-18.8pp | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,125 | $6,963-83.8% | $6,278-82.1% | $6,691-83.2% |
| Admin fee / account holder | $42,001 | $12,095+247.3% | $10,419+303.1% | $13,402+213.4% |