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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 | $43,001 | $89,225-51.8% | $135,987-68.4% | $74,429-42.2% |
| Participation rate | 19.0% | 69.4%-50.4pp | 76.4%-57.4pp | 67.2%-48.2pp |
| Annual return | 13.39% | 22.76%-9.4pp | 580.01%-566.6pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,214-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $607 | $4,597-86.8% | $7,027-91.4% | $4,348-86.0% |
| Admin fee / account holder | $2,392 | $1,545+54.8% | $6,716-64.4% | $1,944+23.0% |