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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 | $38,840 | $108,285-64.1% | $77,552-49.9% | $158,982-75.6% |
| Participation rate | 13.0% | 64.4%-51.4pp | 54.2%-41.1pp | 82.0%-68.9pp |
| Annual return | 19.85% | 31.69%-11.8pp | 54.82%-35.0pp | 302.99%-283.1pp |
| Employer contribution / active EE | $160 | $1,325-87.9% | $987-83.7% | $4,763-96.6% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,045 | $3,709+116.9% | $2,859+181.4% | $11,252-28.5% |