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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 | $44,281 | $68,097-35.0% | $62,929-29.6% | $137,256-67.7% |
| Participation rate | 26.3% | 77.4%-51.1pp | 73.1%-46.8pp | 80.0%-53.6pp |
| Annual return | 12.24% | 1859.11%-1846.9pp | 1063.93%-1051.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $125 | $4,553-97.3% | $3,888-96.8% | $6,407-98.1% |
| Admin fee / account holder | $2,836 | $6,521-56.5% | $5,065-44.0% | $12,270-76.9% |