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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 | $61,870 | $44,850+37.9% | $60,547+2.2% | $59,633+3.8% |
| Participation rate | 22.6% | 59.5%-36.9pp | 68.0%-45.4pp | 68.7%-46.1pp |
| Annual return | 0.66% | 1074.14%-1073.5pp | 335.64%-335.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $214 | $2,230-90.4% | $3,328-93.6% | $3,192-93.3% |
| Admin fee / account holder | $14,723 | $3,635+305.0% | $4,536+224.6% | $4,297+242.6% |