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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 | $88,192 | $228,395-61.4% | $185,861-52.5% | $158,982-44.5% |
| Participation rate | 22.2% | 82.3%-60.1pp | 78.0%-55.8pp | 82.0%-59.7pp |
| Annual return | 14.01% | 40.82%-26.8pp | 35.96%-22.0pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $417 | $6,417-93.5% | $5,634-92.6% | $5,983-93.0% |
| Admin fee / account holder | $32,412 | $11,869+173.1% | $9,503+241.1% | $11,252+188.1% |