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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 | $35,149 | $55,446-36.6% | $155,574-77.4% | $74,429-52.8% |
| Participation rate | 29.4% | 61.9%-32.5pp | 78.2%-48.8pp | 67.2%-37.8pp |
| Annual return | 11.64% | 269.20%-257.6pp | 64.87%-53.2pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $724 | $2,836-74.5% | $5,629-87.1% | $4,348-83.3% |
| Admin fee / account holder | $5,153 | $1,743+195.6% | $15,914-67.6% | $1,944+165.0% |