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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 | $29,017 | $169,336-82.9% | $129,384-77.6% | $145,884-80.1% |
| Participation rate | 13.3% | 76.5%-63.2pp | 69.6%-56.3pp | 80.3%-67.0pp |
| Annual return | 8.84% | 14408.70%-14399.9pp | 9461.77%-9452.9pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $57 | $4,985-98.9% | $4,166-98.6% | $6,690-99.2% |
| Admin fee / account holder | $37,283 | $9,912+276.1% | $7,686+385.1% | $13,392+178.4% |