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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 | $40,919 | $59,006-30.7% | $97,295-57.9% | $74,478-45.1% |
| Participation rate | 15.0% | 63.7%-48.7pp | 72.7%-57.7pp | 67.2%-52.2pp |
| Annual return | 12.92% | 16.04%-3.1pp | 75.62%-62.7pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $739 | $1,894-61.0% | $2,723-72.9% | $2,626-71.9% |
| Participant deferral / active EE | $1,136 | $3,671-69.0% | $4,264-73.3% | $4,350-73.9% |
| Admin fee / account holder | $68,829 | $1,974+3386.8% | $5,646+1119.0% | $1,946+3437.3% |