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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 | $49,616 | $85,766-42.2% | $136,298-63.6% | $70,126-29.2% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 18.99% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $650 | $5,051-87.1% | $6,247-89.6% | $3,332-80.5% |
| Admin fee / account holder | $1,278 | $5,421-76.4% | $9,244-86.2% | $4,645-72.5% |