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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 | $55,472-34.0% | $155,567-76.5% | $74,546-50.9% |
| Participation rate | 22.2% | 61.9%-39.7pp | 78.2%-56.0pp | 67.2%-45.0pp |
| Annual return | 15.35% | 268.72%-253.4pp | 64.74%-49.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $468 | $2,838-83.5% | $5,628-91.7% | $4,347-89.2% |
| Admin fee / account holder | $2,007 | $1,743+15.2% | $15,916-87.4% | $1,944+3.3% |