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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 | $65,472 | $112,131-41.6% | $95,964-31.8% | $158,982-58.8% |
| Participation rate | 38.5% | 79.0%-40.5pp | 77.1%-38.6pp | 82.0%-43.5pp |
| Annual return | 8.56% | 171.19%-162.6pp | 91.64%-83.1pp | 302.99%-294.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $475 | $4,784-90.1% | $4,167-88.6% | $5,983-92.1% |
| Admin fee / account holder | $47,976 | $10,136+373.3% | $6,797+605.8% | $11,252+326.4% |