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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 | $42,334 | $85,766-50.6% | $136,297-68.9% | $70,124-39.6% |
| Participation rate | 42.9% | 74.2%-31.3pp | 81.9%-39.1pp | 69.5%-26.7pp |
| Annual return | 17.85% | 31.45%-13.6pp | 5156.19%-5138.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,193 | $5,051-76.4% | $6,247-80.9% | $3,332-64.2% |
| Admin fee / account holder | $2,074 | $5,420-61.7% | $9,244-77.6% | $4,645-55.3% |