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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 | $56,116-24.2% | $135,768-68.7% | $86,983-51.1% |
| Participation rate | 18.8% | 60.1%-41.4pp | 71.1%-52.3pp | 69.5%-50.8pp |
| Annual return | 14.03% | 125.33%-111.3pp | 526.10%-512.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $441 | $2,690-83.6% | $3,977-88.9% | $4,194-89.5% |
| Admin fee / account holder | $962 | $4,314-77.7% | $7,048-86.4% | $7,856-87.8% |