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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 | $42,553 | $65,961-35.5% | $180,320-76.4% | $94,015-54.7% |
| Participation rate | 18.8% | 61.3%-42.5pp | 71.5%-52.8pp | 70.8%-52.1pp |
| Annual return | 14.03% | 14.27%-0.2pp | 778.54%-764.5pp | 17.84%-3.8pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $441 | $3,003-85.3% | $4,304-89.8% | $4,249-89.6% |
| Admin fee / account holder | $962 | $4,901-80.4% | $10,000-90.4% | $8,951-89.3% |