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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 | $59,099 | $149,741-60.5% | $118,914-50.3% | $158,982-62.8% |
| Participation rate | 52.2% | 82.1%-29.9pp | 75.4%-23.2pp | 82.0%-29.8pp |
| Annual return | 10.62% | 19.94%-9.3pp | 35.89%-25.3pp | 302.99%-292.4pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $357 | $5,226-93.2% | $4,266-91.6% | $5,983-94.0% |
| Admin fee / account holder | $21,727 | $8,607+152.4% | $6,582+230.1% | $11,252+93.1% |