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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 | $52,115 | $117,895-55.8% | $102,460-49.1% | $145,897-64.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 9.13% | 31.92%-22.8pp | 29.47%-20.3pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,285 | $5,736-77.6% | $5,056-74.6% | $6,689-80.8% |
| Admin fee / account holder | $59,582 | $13,353+346.2% | $9,460+529.8% | $13,390+345.0% |