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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 | $39,749 | $58,391-31.9% | $76,657-48.1% | $72,975-45.5% |
| Participation rate | 42.9% | 67.4%-24.5pp | 72.1%-29.2pp | 69.5%-26.6pp |
| Annual return | 17.73% | 2306.65%-2288.9pp | 1166.74%-1149.0pp | 81.01%-63.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $874 | $2,690-67.5% | $3,335-73.8% | $3,608-75.8% |
| Admin fee / account holder | $6,322 | $4,014+57.5% | $6,423-1.6% | $5,124+23.4% |