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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 | $32,600 | $103,038-68.4% | $90,324-63.9% | $152,909-78.7% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.5%-46.1pp |
| Annual return | 11.00% | 95.25%-84.3pp | 78.15%-67.1pp | 345.46%-334.5pp |
| Employer contribution / active EE | $454 | $3,141-85.6% | $2,856-84.1% | $4,764-90.5% |
| Participant deferral / active EE | $698 | $4,282-83.7% | $3,885-82.0% | $5,851-88.1% |
| Admin fee / account holder | $78,715 | $6,177+1174.3% | $5,356+1369.8% | $11,601+578.5% |