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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 | $27,208 | $58,391-53.4% | $76,657-64.5% | $72,975-62.7% |
| Participation rate | 24.1% | 67.4%-43.2pp | 72.1%-48.0pp | 69.5%-45.4pp |
| Annual return | 16.61% | 2306.65%-2290.0pp | 1166.74%-1150.1pp | 81.01%-64.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $378 | $2,690-85.9% | $3,335-88.7% | $3,608-89.5% |
| Admin fee / account holder | $4,920 | $4,014+22.6% | $6,423-23.4% | $5,124-4.0% |