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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 | $42,817 | $90,107-52.5% | $182,262-76.5% | $69,733-38.6% |
| Participation rate | 19.8% | 64.8%-45.0pp | 84.2%-64.4pp | 62.5%-42.6pp |
| Annual return | 12.18% | 95.58%-83.4pp | 140.60%-128.4pp | 15.22%-3.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $5,046-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,268 | $5,135-75.3% | $8,276-84.7% | $3,054-58.5% |
| Admin fee / account holder | $6,303 | $3,377+86.6% | $16,712-62.3% | $3,102+103.2% |