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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 | $65,405 | $80,781-19.0% | $102,437-36.2% | $74,478-12.2% |
| Participation rate | 16.2% | 65.7%-49.5pp | 74.5%-58.3pp | 67.2%-51.1pp |
| Annual return | 12.61% | 27.58%-15.0pp | 24.95%-12.3pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $803 | $3,862-79.2% | $5,060-84.1% | $4,350-81.5% |
| Admin fee / account holder | $18,475 | $2,372+678.9% | $8,388+120.3% | $1,946+849.5% |