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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 | $33,735 | $95,415-64.6% | $185,851-81.8% | $85,851-60.7% |
| Participation rate | 17.2% | 68.8%-51.5pp | 81.7%-64.5pp | 69.3%-52.1pp |
| Annual return | 14.33% | 23.59%-9.3pp | 122.11%-107.8pp | 318.63%-304.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $602 | $3,424-82.4% | $5,569-89.2% | $3,952-84.8% |
| Admin fee / account holder | $16,071 | $7,215+122.8% | $16,245-1.1% | $6,261+156.7% |