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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 | $30,992 | $102,422-69.7% | $147,117-78.9% | $80,959-61.7% |
| Participation rate | 15.3% | 75.9%-60.6pp | 82.2%-66.9pp | 67.7%-52.4pp |
| Annual return | 15.33% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,192 | $6,652-82.1% | $8,065-85.2% | $4,300-72.3% |
| Admin fee / account holder | $8,851 | $7,953+11.3% | $12,993-31.9% | $6,925+27.8% |