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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 | $68,012 | $96,123-29.2% | $77,361-12.1% | $198,609-65.8% |
| Participation rate | 62.5% | 81.1%-18.6pp | 75.0%-12.5pp | 82.4%-19.9pp |
| Annual return | 17.39% | 2054.81%-2037.4pp | 1011.54%-994.1pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,416 | $4,975-71.5% | $3,911-63.8% | $6,977-79.7% |
| Admin fee / account holder | $8,832 | $9,471-6.7% | $5,894+49.9% | $19,030-53.6% |