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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 | $18,805 | $105,856-82.2% | $90,161-79.1% | $147,586-87.3% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 12.35% | 37.63%-25.3pp | 34.89%-22.5pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,192 | $5,733-79.2% | $5,287-77.4% | $5,439-78.1% |
| Admin fee / account holder | $13,177 | $8,046+63.8% | $5,943+121.7% | $10,886+21.0% |