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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 | $19,063 | $60,139-68.3% | $90,461-78.9% | $79,856-76.1% |
| Participation rate | 9.3% | 65.0%-55.7pp | 72.7%-63.4pp | 69.6%-60.3pp |
| Annual return | 19.88% | 71.96%-52.1pp | 1294.76%-1274.9pp | 31.71%-11.8pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $434 | $2,939-85.2% | $3,964-89.0% | $3,741-88.4% |
| Admin fee / account holder | $1,026 | $3,978-74.2% | $5,617-81.7% | $5,306-80.7% |