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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 | $30,935 | $107,368-71.2% | $92,915-66.7% | $152,909-79.8% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.5%-57.5pp |
| Annual return | 15.57% | 145.64%-130.1pp | 109.45%-93.9pp | 345.46%-329.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $724 | $4,848-85.1% | $4,238-82.9% | $5,851-87.6% |
| Admin fee / account holder | $18,088 | $7,082+155.4% | $5,796+212.1% | $11,601+55.9% |