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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 | $15,268 | $100,911-84.9% | $90,440-83.1% | $158,966-90.4% |
| Participation rate | 22.7% | 75.0%-52.3pp | 72.7%-50.0pp | 82.0%-59.2pp |
| Annual return | 7.49% | 1726.62%-1719.1pp | 1294.38%-1286.9pp | 302.95%-295.5pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $733 | $4,348-83.1% | $3,964-81.5% | $5,983-87.7% |
| Admin fee / account holder | $32,631 | $6,507+401.5% | $5,615+481.2% | $11,250+190.1% |