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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 | $84,845 | $117,895-28.0% | $102,460-17.2% | $145,897-41.8% |
| Participation rate | 38.9% | 78.6%-39.7pp | 76.5%-37.6pp | 80.3%-41.4pp |
| Annual return | 9.89% | 31.92%-22.0pp | 29.47%-19.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $728 | $5,736-87.3% | $5,056-85.6% | $6,689-89.1% |
| Admin fee / account holder | $27,599 | $13,353+106.7% | $9,460+191.7% | $13,390+106.1% |