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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 | $28,808 | $104,106-72.3% | $71,086-59.5% | $135,379-78.7% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | 1.02% | 1256.30%-1255.3pp | 650.59%-649.6pp | 519.79%-518.8pp |
| Employer contribution / active EE | $1,455 | $1,485-2.0% | $1,088+33.8% | $4,779-69.5% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $36,641 | $4,142+784.7% | $3,082+1088.7% | $10,828+238.4% |