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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 | $38,268 | $58,391-34.5% | $76,667-50.1% | $72,976-47.6% |
| Participation rate | 26.5% | 67.4%-40.8pp | 72.1%-45.6pp | 69.5%-43.0pp |
| Annual return | 17.63% | 2306.65%-2289.0pp | 1166.74%-1149.1pp | 81.02%-63.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $838 | $2,690-68.9% | $3,336-74.9% | $3,608-76.8% |
| Admin fee / account holder | $5,892 | $4,014+46.8% | $6,423-8.3% | $5,124+15.0% |