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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 | $51,122 | $79,181-35.4% | $102,423-50.1% | $74,429-31.3% |
| Participation rate | 29.3% | 74.8%-45.4pp | 76.5%-47.2pp | 67.2%-37.9pp |
| Annual return | 19.40% | 54.97%-35.6pp | 29.42%-10.0pp | 1368.38%-1349.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $990 | $4,416-77.6% | $5,054-80.4% | $4,348-77.2% |
| Admin fee / account holder | $3,933 | $2,002+96.5% | $9,455-58.4% | $1,944+102.3% |