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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 | $117,846-56.5% | $102,434-50.0% | $145,884-64.9% |
| Participation rate | 22.2% | 78.6%-56.4pp | 76.5%-54.3pp | 80.3%-58.1pp |
| Annual return | 15.07% | 31.90%-16.8pp | 29.46%-14.4pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $404 | $5,733-93.0% | $5,055-92.0% | $6,690-94.0% |
| Admin fee / account holder | $125,715 | $13,356+841.3% | $9,462+1228.6% | $13,392+838.7% |