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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 | $31,333 | $57,305-45.3% | $86,640-63.8% | $75,173-58.3% |
| Participation rate | 17.6% | 63.2%-45.6pp | 71.7%-54.1pp | 67.2%-49.6pp |
| Annual return | 15.84% | 2674.24%-2658.4pp | 592.52%-576.7pp | 160.72%-144.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $792 | $3,320-76.1% | $4,438-82.1% | $4,126-80.8% |
| Admin fee / account holder | $5,539 | $4,116+34.6% | $5,616-1.4% | $5,651-2.0% |