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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 | $48,042 | $73,546-34.7% | $63,018-23.8% | $147,586-67.4% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.8%-33.9pp | 82.8%-41.9pp |
| Annual return | 15.51% | 175.56%-160.1pp | 87.62%-72.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $17 | $4,185-99.6% | $3,330-99.5% | $5,439-99.7% |
| Admin fee / account holder | $1,187 | $5,956-80.1% | $3,601-67.0% | $10,886-89.1% |