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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 | $55,441 | $110,410-49.8% | $102,437-45.9% | $145,897-62.0% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.5pp |
| Annual return | 15.72% | 24.85%-9.1pp | 24.95%-9.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $837 | $5,622-85.1% | $5,060-83.5% | $6,689-87.5% |
| Admin fee / account holder | $45,377 | $9,745+365.6% | $8,388+441.0% | $13,390+238.9% |