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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 | $31,610 | $102,393-69.1% | $147,041-78.5% | $80,911-60.9% |
| Participation rate | 28.9% | 75.9%-46.9pp | 82.2%-53.2pp | 67.6%-38.7pp |
| Annual return | 12.03% | 134.95%-122.9pp | 419.21%-407.2pp | 35.63%-23.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,006 | $6,647-84.9% | $8,071-87.5% | $4,297-76.6% |
| Admin fee / account holder | $653 | $7,943-91.8% | $13,006-95.0% | $6,935-90.6% |