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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 | $30,880 | $49,891-38.1% | $80,607-61.7% | $75,181-58.9% |
| Participation rate | 22.4% | 55.3%-32.9pp | 67.0%-44.6pp | 67.2%-44.7pp |
| Annual return | 17.09% | 34.67%-17.6pp | 936.11%-919.0pp | 160.69%-143.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $665 | $2,991-77.8% | $4,448-85.1% | $4,126-83.9% |
| Admin fee / account holder | $1,291 | $3,578-63.9% | $5,379-76.0% | $5,650-77.1% |