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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 | $25,211 | $72,426-65.2% | $67,560-62.7% | $145,897-82.7% |
| Participation rate | 29.4% | 76.9%-47.5pp | 72.9%-43.5pp | 80.3%-50.9pp |
| Annual return | 12.80% | 7226.78%-7214.0pp | 3533.50%-3520.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $39 | $4,785-99.2% | $4,004-99.0% | $6,689-99.4% |
| Admin fee / account holder | $52,757 | $5,514+856.8% | $3,994+1220.9% | $13,390+294.0% |