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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 | $35,515 | $100,895-64.8% | $90,430-60.7% | $158,950-77.7% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 8.17% | 1725.54%-1717.4pp | 1293.73%-1285.6pp | 302.91%-294.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $638 | $4,347-85.3% | $3,963-83.9% | $5,983-89.3% |
| Admin fee / account holder | $1,590 | $6,505-75.6% | $5,613-71.7% | $11,248-85.9% |