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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 | $34,541 | $169,361-79.6% | $129,397-73.3% | $145,877-76.3% |
| Participation rate | 52.6% | 76.5%-23.8pp | 69.6%-17.0pp | 80.3%-27.7pp |
| Annual return | 13.08% | 14395.54%-14382.5pp | 9453.98%-9440.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $260 | $4,987-94.8% | $4,167-93.8% | $6,691-96.1% |
| Admin fee / account holder | $6,682 | $9,903-32.5% | $7,679-13.0% | $13,402-50.1% |