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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 | $52,657 | $85,766-38.6% | $136,298-61.4% | $70,126-24.9% |
| Participation rate | 20.9% | 74.2%-53.2pp | 81.9%-61.0pp | 69.5%-48.6pp |
| Annual return | 23.10% | 31.46%-8.4pp | 5156.27%-5133.2pp | 73.15%-50.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,416 | $5,051-72.0% | $6,247-77.3% | $3,332-57.5% |
| Admin fee / account holder | $1,064 | $5,421-80.4% | $9,244-88.5% | $4,645-77.1% |