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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 | $52,905 | $79,189-33.2% | $102,457-48.4% | $74,400-28.9% |
| Participation rate | 24.9% | 74.8%-49.9pp | 76.5%-51.6pp | 67.2%-42.3pp |
| Annual return | 13.27% | 54.98%-41.7pp | 29.41%-16.1pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,287 | $4,415-70.8% | $5,054-74.5% | $4,348-70.4% |
| Admin fee / account holder | $1,089 | $2,002-45.6% | $9,451-88.5% | $1,944-44.0% |