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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 | $43,225 | $79,223-45.4% | $102,460-57.8% | $74,478-42.0% |
| Participation rate | 23.1% | 74.8%-51.7pp | 76.5%-53.4pp | 67.2%-44.1pp |
| Annual return | 14.62% | 54.98%-40.4pp | 29.47%-14.9pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,058 | $4,417-53.4% | $5,056-59.3% | $4,350-52.7% |
| Admin fee / account holder | $2,160 | $2,003+7.9% | $9,460-77.2% | $1,946+11.0% |