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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 | $20,665 | $115,814-82.2% | $101,275-79.6% | $158,982-87.0% |
| Participation rate | 45.0% | 79.4%-34.4pp | 75.8%-30.8pp | 82.0%-37.0pp |
| Annual return | 16.54% | 56.16%-39.6pp | 46.48%-29.9pp | 302.99%-286.4pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,202 | $4,958-75.8% | $4,371-72.5% | $5,983-79.9% |
| Admin fee / account holder | $6,399 | $7,249-11.7% | $5,948+7.6% | $11,252-43.1% |