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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 | $43,512 | $211,239-79.4% | $178,528-75.6% | $145,877-70.2% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 11.83% | 30.22%-18.4pp | 27.11%-15.3pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $750 | $6,963-89.2% | $6,278-88.1% | $6,691-88.8% |
| Admin fee / account holder | $57,911 | $12,095+378.8% | $10,419+455.8% | $13,402+332.1% |