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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 | $107,341-71.2% | $92,897-66.7% | $152,870-79.8% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 15.57% | 145.59%-130.0pp | 109.42%-93.8pp | 345.34%-329.8pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $724 | $4,847-85.1% | $4,238-82.9% | $5,850-87.6% |
| Admin fee / account holder | $18,088 | $7,080+155.5% | $5,794+212.2% | $11,597+56.0% |