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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 | $76,368-42.0% | $67,681-34.6% | $154,746-71.4% |
| Participation rate | 26.3% | 79.0%-52.6pp | 73.7%-47.4pp | 80.7%-54.4pp |
| Annual return | 12.24% | 1066.77%-1054.5pp | 590.58%-578.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $125 | $4,824-97.4% | $3,976-96.9% | $6,730-98.1% |
| Admin fee / account holder | $2,836 | $8,559-66.9% | $6,100-53.5% | $14,365-80.3% |