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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 | $36,083 | $156,963-77.0% | $121,204-70.2% | $139,466-74.1% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 10.19% | 1476.75%-1466.6pp | 987.18%-977.0pp | 373.66%-363.5pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $227 | $4,848-95.3% | $4,083-94.4% | $6,712-96.6% |
| Admin fee / account holder | $28,581 | $6,953+311.0% | $5,651+405.7% | $11,409+150.5% |