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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 | $22,951 | $103,393-77.8% | $87,103-73.7% | $152,909-85.0% |
| Participation rate | 64.7% | 79.4%-14.6pp | 76.9%-12.2pp | 82.5%-17.7pp |
| Annual return | 15.14% | 28.10%-13.0pp | 28.19%-13.1pp | 345.46%-330.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,100 | $4,778-77.0% | $4,049-72.8% | $5,851-81.2% |
| Admin fee / account holder | $19,568 | $12,195+60.5% | $7,491+161.2% | $11,601+68.7% |