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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 | $45,952 | $85,766-46.4% | $136,298-66.3% | $70,126-34.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 81.9%-41.9pp | 69.5%-29.5pp |
| Annual return | 18.72% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,613 | $5,051-68.1% | $6,247-74.2% | $3,332-51.6% |
| Admin fee / account holder | $2,495 | $5,421-54.0% | $9,244-73.0% | $4,645-46.3% |