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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 | $20,747 | $109,344-81.0% | $89,400-76.8% | $158,950-86.9% |
| Participation rate | 58.3% | 74.3%-15.9pp | 68.0%-9.6pp | 82.0%-23.6pp |
| Annual return | 13.25% | 345.73%-332.5pp | 245.64%-232.4pp | 302.91%-289.7pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $33 | $4,599-99.3% | $3,890-99.2% | $5,983-99.5% |
| Admin fee / account holder | $16,356 | $6,154+165.8% | $4,882+235.0% | $11,248+45.4% |