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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 | $69,176 | $79,181-12.6% | $102,423-32.5% | $74,429-7.1% |
| Participation rate | 35.4% | 74.8%-39.3pp | 76.5%-41.1pp | 67.2%-31.8pp |
| Annual return | 12.38% | 54.97%-42.6pp | 29.42%-17.0pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,015 | $4,416-77.0% | $5,054-79.9% | $4,348-76.7% |
| Admin fee / account holder | $8,385 | $2,002+318.9% | $9,455-11.3% | $1,944+331.3% |