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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 | $56,357 | $155,840-63.8% | $124,694-54.8% | $167,553-66.4% |
| Participation rate | 52.4% | 81.1%-28.7pp | 74.6%-22.2pp | 82.1%-29.7pp |
| Annual return | 15.23% | 17.98%-2.7pp | 5144.82%-5129.6pp | 478.89%-463.7pp |
| Employer contribution / active EE | $0 | $4,165-100.0% | $3,325-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,370 | $5,675-75.9% | $4,615-70.3% | $6,343-78.4% |
| Admin fee / account holder | $1,267 | $9,536-86.7% | $7,495-83.1% | $12,316-89.7% |