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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 | $64,230 | $127,273-49.5% | $109,895-41.6% | $167,518-61.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.2%-34.2pp | 82.1%-42.1pp |
| Annual return | 34.14% | 22.97%+11.2pp | 29.46%+4.7pp | 478.71%-444.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $750 | $4,515-83.4% | $4,049-81.5% | $6,342-88.2% |
| Admin fee / account holder | $19,104 | $7,117+168.4% | $6,067+214.9% | $12,312+55.2% |