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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 | $45,401 | $85,766-47.1% | $136,298-66.7% | $70,126-35.3% |
| Participation rate | 43.8% | 74.2%-30.3pp | 81.9%-38.1pp | 69.5%-25.7pp |
| Annual return | 16.15% | 31.46%-15.3pp | 5156.27%-5140.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,427 | $5,051-71.8% | $6,247-77.2% | $3,332-57.2% |
| Admin fee / account holder | $14,346 | $5,421+164.7% | $9,244+55.2% | $4,645+208.8% |