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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 | $52,858 | $85,766-38.4% | $136,298-61.2% | $70,126-24.6% |
| Participation rate | 46.5% | 74.2%-27.7pp | 81.9%-35.4pp | 69.5%-23.1pp |
| Annual return | 17.76% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,458 | $5,051-71.1% | $6,247-76.7% | $3,332-56.2% |
| Admin fee / account holder | $553 | $5,421-89.8% | $9,244-94.0% | $4,645-88.1% |