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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 | $36,613 | $55,470-34.0% | $155,556-76.5% | $74,478-50.8% |
| Participation rate | 22.2% | 61.9%-39.7pp | 78.2%-56.0pp | 67.2%-45.0pp |
| Annual return | 15.35% | 269.80%-254.5pp | 64.84%-49.5pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $468 | $2,838-83.5% | $5,631-91.7% | $4,350-89.2% |
| Admin fee / account holder | $2,007 | $1,744+15.1% | $15,885-87.4% | $1,946+3.1% |