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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 | $31,529 | $85,766-63.2% | $136,297-76.9% | $70,124-55.0% |
| Participation rate | 48.1% | 74.2%-26.0pp | 81.9%-33.8pp | 69.5%-21.4pp |
| Annual return | 15.55% | 31.45%-15.9pp | 5156.19%-5140.6pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $616 | $5,051-87.8% | $6,247-90.1% | $3,332-81.5% |
| Admin fee / account holder | $2,694 | $5,420-50.3% | $9,244-70.9% | $4,645-42.0% |