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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 | $46,495 | $108,897-57.3% | $100,378-53.7% | $145,877-68.1% |
| Participation rate | 20.0% | 83.0%-63.0pp | 81.5%-61.5pp | 80.3%-60.3pp |
| Annual return | 23.35% | 58.17%-34.8pp | 49.41%-26.1pp | 551.28%-527.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $54 | $8,455-99.4% | $8,087-99.3% | $6,691-99.2% |
| Admin fee / account holder | $646 | $9,690-93.3% | $7,899-91.8% | $13,402-95.2% |