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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 | $46,555 | $125,237-62.8% | $105,608-55.9% | $145,877-68.1% |
| Participation rate | 56.3% | 77.7%-21.4pp | 75.3%-19.0pp | 80.3%-24.1pp |
| Annual return | 18.48% | 225.76%-207.3pp | 116.50%-98.0pp | 551.28%-532.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,028 | $5,711-82.0% | $5,010-79.5% | $6,691-84.6% |
| Admin fee / account holder | $62,026 | $17,287+258.8% | $11,028+462.4% | $13,402+362.8% |