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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 | $51,238 | $117,895-56.5% | $102,460-50.0% | $145,897-64.9% |
| Participation rate | 22.2% | 78.6%-56.4pp | 76.5%-54.3pp | 80.3%-58.1pp |
| Annual return | 15.07% | 31.92%-16.9pp | 29.47%-14.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $404 | $5,736-93.0% | $5,056-92.0% | $6,689-94.0% |
| Admin fee / account holder | $125,715 | $13,353+841.5% | $9,460+1228.9% | $13,390+838.8% |