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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 | $76,368-44.4% | $67,681-37.3% | $154,746-72.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 9.53% | 1066.77%-1057.2pp | 590.58%-581.1pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $743 | $4,824-84.6% | $3,976-81.3% | $6,730-89.0% |
| Admin fee / account holder | $1,369 | $8,559-84.0% | $6,100-77.6% | $14,365-90.5% |