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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 | $100,895-84.9% | $90,430-83.1% | $158,950-90.4% |
| Participation rate | 22.7% | 75.0%-52.3pp | 72.7%-50.0pp | 82.0%-59.2pp |
| Annual return | 7.49% | 1725.54%-1718.1pp | 1293.73%-1286.2pp | 302.91%-295.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $733 | $4,347-83.1% | $3,963-81.5% | $5,983-87.7% |
| Admin fee / account holder | $32,631 | $6,505+401.6% | $5,613+481.3% | $11,248+190.1% |