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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 | $52,033 | $85,024-38.8% | $70,544-26.2% | $139,466-62.7% |
| Participation rate | 11.8% | 73.9%-62.1pp | 68.4%-56.6pp | 80.3%-68.6pp |
| Annual return | 12.23% | 30.39%-18.2pp | 32.79%-20.6pp | 373.66%-361.4pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $158 | $5,891-97.3% | $4,568-96.5% | $6,712-97.6% |
| Admin fee / account holder | $85,837 | $8,928+861.4% | $6,427+1235.6% | $11,409+652.4% |