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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 | $35,707 | $169,356-78.9% | $129,406-72.4% | $145,897-75.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 14.46% | 14418.62%-14404.2pp | 9468.18%-9453.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $156 | $4,987-96.9% | $4,167-96.3% | $6,689-97.7% |
| Admin fee / account holder | $87,439 | $9,915+781.9% | $7,689+1037.2% | $13,390+553.0% |