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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 | $31,239 | $54,690-42.9% | $76,030-58.9% | $74,478-58.1% |
| Participation rate | 37.8% | 60.3%-22.5pp | 69.1%-31.3pp | 67.2%-29.4pp |
| Annual return | 12.01% | 31.92%-19.9pp | 361.54%-349.5pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $838 | $3,070-72.7% | $4,257-80.3% | $4,350-80.7% |
| Admin fee / account holder | $3,779 | $2,240+68.7% | $6,421-41.1% | $1,946+94.2% |