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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 | $41,699 | $97,729-57.3% | $83,830-50.3% | $135,379-69.2% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | 0.16% | 1287.52%-1287.4pp | 850.97%-850.8pp | 519.79%-519.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $913 | $4,683-80.5% | $4,082-77.6% | $5,609-83.7% |
| Admin fee / account holder | $3,512 | $6,674-47.4% | $5,479-35.9% | $10,828-67.6% |