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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 | $62,254 | $98,240-36.6% | $82,312-24.4% | $147,586-57.8% |
| Participation rate | 43.8% | 79.7%-36.0pp | 76.9%-33.1pp | 82.8%-39.1pp |
| Annual return | 9.37% | 30.85%-21.5pp | 25.88%-16.5pp | 578.59%-569.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $819 | $4,383-81.3% | $3,706-77.9% | $5,439-84.9% |
| Admin fee / account holder | $66,169 | $8,563+672.7% | $5,608+1080.0% | $10,886+507.8% |