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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 | $72,403-65.2% | $67,524-62.7% | $145,978-82.7% |
| Participation rate | 29.4% | 76.9%-47.5pp | 72.9%-43.5pp | 80.3%-50.9pp |
| Annual return | 12.80% | 7197.23%-7184.4pp | 3519.41%-3506.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $39 | $4,782-99.2% | $4,001-99.0% | $6,690-99.4% |
| Admin fee / account holder | $52,757 | $5,541+852.1% | $4,001+1218.7% | $13,400+293.7% |