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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 | $45,615 | $211,224-78.4% | $178,505-74.4% | $145,897-68.7% |
| Participation rate | 15.8% | 80.8%-65.0pp | 77.1%-61.3pp | 80.3%-64.5pp |
| Annual return | 11.22% | 30.28%-19.1pp | 27.16%-15.9pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $345 | $6,966-95.1% | $6,280-94.5% | $6,689-94.8% |
| Admin fee / account holder | $115,501 | $12,109+853.8% | $10,428+1007.6% | $13,390+762.6% |