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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 | $39,565 | $101,672-61.1% | $147,117-73.1% | $74,478-46.9% |
| Participation rate | 23.5% | 75.5%-52.0pp | 82.2%-58.7pp | 67.2%-43.7pp |
| Annual return | 16.47% | 8757.83%-8741.4pp | 420.54%-404.1pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $905 | $7,305-87.6% | $8,065-88.8% | $4,350-79.2% |
| Admin fee / account holder | $8,416 | $1,753+380.0% | $12,993-35.2% | $1,946+332.5% |