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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 | $59,804 | $29,319+104.0% | $52,425+14.1% | $82,448-27.5% |
| Participation rate | 3.3% | 46.9%-43.5pp | 55.6%-52.3pp | 68.1%-64.7pp |
| Annual return | 14.47% | 535.20%-520.7pp | 302.12%-287.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $167 | $1,171-85.8% | $1,790-90.7% | $4,139-96.0% |
| Admin fee / account holder | $40,412 | $1,962+1959.6% | $2,495+1519.8% | $7,234+458.6% |