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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 | $48,894 | $68,394-28.5% | $94,672-48.4% | $75,177-35.0% |
| Participation rate | 45.7% | 76.1%-30.4pp | 80.8%-35.2pp | 67.2%-21.6pp |
| Annual return | 25.10% | 616.92%-591.8pp | 156.89%-131.8pp | 160.75%-135.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,721 | $6,536-73.7% | $7,417-76.8% | $4,126-58.3% |
| Admin fee / account holder | $5,028 | $5,326-5.6% | $7,222-30.4% | $5,651-11.0% |