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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 | $61,681 | $52,519+17.4% | $155,789-60.4% | $59,633+3.4% |
| Participation rate | 38.7% | 61.7%-23.0pp | 76.1%-37.4pp | 68.7%-30.0pp |
| Annual return | -0.30% | 53.51%-53.8pp | 71.54%-71.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $824 | $3,084-73.3% | $4,798-82.8% | $3,192-74.2% |
| Admin fee / account holder | $1,121 | $3,540-68.3% | $7,477-85.0% | $4,297-73.9% |