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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 | $32,247 | $106,923-69.8% | $84,023-61.6% | $152,909-78.9% |
| Participation rate | 38.9% | 75.3%-36.4pp | 69.0%-30.1pp | 82.5%-43.6pp |
| Annual return | 16.19% | 105.02%-88.8pp | 71.32%-55.1pp | 345.46%-329.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $363 | $4,013-91.0% | $3,239-88.8% | $5,851-93.8% |
| Admin fee / account holder | $21,957 | $8,289+164.9% | $6,102+259.8% | $11,601+89.3% |