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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 | $44,453 | $65,961-32.6% | $180,320-75.3% | $94,015-52.7% |
| Participation rate | 8.0% | 61.3%-53.3pp | 71.5%-63.5pp | 70.8%-62.8pp |
| Annual return | 11.05% | 14.27%-3.2pp | 778.54%-767.5pp | 17.84%-6.8pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $472 | $3,003-84.3% | $4,304-89.0% | $4,249-88.9% |
| Admin fee / account holder | $13,765 | $4,901+180.9% | $10,000+37.6% | $8,951+53.8% |