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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 | $55,981 | $65,961-15.1% | $180,320-69.0% | $94,015-40.5% |
| Participation rate | 14.3% | 61.3%-47.0pp | 71.5%-57.3pp | 70.8%-56.5pp |
| Annual return | 13.69% | 14.27%-0.6pp | 778.54%-764.9pp | 17.84%-4.2pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $262 | $3,003-91.3% | $4,304-93.9% | $4,249-93.8% |
| Admin fee / account holder | $1,306 | $4,901-73.4% | $10,000-86.9% | $8,951-85.4% |