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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 | $46,797 | $60,119-22.2% | $90,430-48.3% | $79,858-41.4% |
| Participation rate | 36.5% | 65.0%-28.5pp | 72.7%-36.2pp | 69.6%-33.1pp |
| Annual return | 16.01% | 71.94%-55.9pp | 1293.73%-1277.7pp | 31.72%-15.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $596 | $2,938-79.7% | $3,963-85.0% | $3,740-84.1% |
| Admin fee / account holder | $1,719 | $3,976-56.8% | $5,613-69.4% | $5,306-67.6% |