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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 | $31,400 | $80,812-61.1% | $160,784-80.5% | $82,448-61.9% |
| Participation rate | 39.1% | 66.2%-27.1pp | 77.0%-37.8pp | 68.1%-28.9pp |
| Annual return | 17.58% | 100.59%-83.0pp | 1803.92%-1786.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $842 | $4,335-80.6% | $6,293-86.6% | $4,139-79.7% |
| Admin fee / account holder | $4,383 | $7,695-43.0% | $9,717-54.9% | $7,234-39.4% |