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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 | $44,831 | $226,090-80.2% | $182,531-75.4% | $152,885-70.7% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 15.71% | 192.57%-176.9pp | 148.57%-132.9pp | 345.39%-329.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $670 | $6,369-89.5% | $5,525-87.9% | $5,851-88.5% |
| Admin fee / account holder | $18,535 | $10,705+73.1% | $8,593+115.7% | $11,598+59.8% |