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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 | $169,336-78.9% | $129,384-72.4% | $145,884-75.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 14.46% | 14408.70%-14394.2pp | 9461.77%-9447.3pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $156 | $4,985-96.9% | $4,166-96.2% | $6,690-97.7% |
| Admin fee / account holder | $87,439 | $9,912+782.1% | $7,686+1037.7% | $13,392+552.9% |