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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 | $49,975 | $79,189-36.9% | $102,457-51.2% | $74,400-32.8% |
| Participation rate | 41.0% | 74.8%-33.8pp | 76.5%-35.5pp | 67.2%-26.3pp |
| Annual return | 11.53% | 54.98%-43.5pp | 29.41%-17.9pp | 1367.51%-1356.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,008 | $4,415-54.5% | $5,054-60.3% | $4,348-53.8% |
| Admin fee / account holder | $13,381 | $2,002+568.3% | $9,451+41.6% | $1,944+588.5% |