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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 | $42,437 | $96,123-55.9% | $77,361-45.1% | $198,609-78.6% |
| Participation rate | 60.0% | 81.1%-21.1pp | 75.0%-15.0pp | 82.4%-22.4pp |
| Annual return | 9.53% | 2054.81%-2045.3pp | 1011.54%-1002.0pp | 202.70%-193.2pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $743 | $4,975-85.1% | $3,911-81.0% | $6,977-89.4% |
| Admin fee / account holder | $1,369 | $9,471-85.5% | $5,894-76.8% | $19,030-92.8% |