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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 | $47,709 | $82,630-42.3% | $64,105-25.6% | $125,388-62.0% |
| Participation rate | 55.0% | 75.9%-20.9pp | 68.2%-13.2pp | 83.2%-28.2pp |
| Annual return | -2.52% | 1489.72%-1492.2pp | 791.24%-793.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $730 | $3,608-79.8% | $2,822-74.1% | $5,352-86.4% |
| Admin fee / account holder | $2,020 | $6,382-68.3% | $4,499-55.1% | $9,541-78.8% |