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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 | $43,235 | $100,060-56.8% | $149,721-71.1% | $70,126-38.3% |
| Participation rate | 51.4% | 83.6%-32.2pp | 87.1%-35.6pp | 69.5%-18.1pp |
| Annual return | 18.65% | 27.46%-8.8pp | 1501.67%-1483.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,585 | $4,982-68.2% | $6,568-75.9% | $3,332-52.4% |
| Admin fee / account holder | $990 | $8,285-88.1% | $11,282-91.2% | $4,645-78.7% |