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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 | $22,096 | $107,363-79.4% | $92,909-76.2% | $152,897-85.5% |
| Participation rate | 47.4% | 79.8%-32.4pp | 76.0%-28.6pp | 82.5%-35.1pp |
| Annual return | 17.19% | 145.63%-128.4pp | 109.44%-92.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,263 | $4,848-73.9% | $4,238-70.2% | $5,851-78.4% |
| Admin fee / account holder | $34,653 | $7,082+389.3% | $5,795+498.0% | $11,599+198.7% |