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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 | $50,658 | $97,729-48.2% | $83,830-39.6% | $135,379-62.6% |
| Participation rate | 26.1% | 80.0%-53.9pp | 76.1%-50.1pp | 82.6%-56.6pp |
| Annual return | 0.02% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $134 | $4,683-97.1% | $4,082-96.7% | $5,609-97.6% |
| Admin fee / account holder | $4,988 | $6,674-25.3% | $5,479-9.0% | $10,828-53.9% |