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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 | $35,002 | $85,766-59.2% | $136,298-74.3% | $70,126-50.1% |
| Participation rate | 57.0% | 74.2%-17.2pp | 81.9%-24.9pp | 69.5%-12.6pp |
| Annual return | 15.75% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,824 | $5,051-63.9% | $6,247-70.8% | $3,332-45.3% |
| Admin fee / account holder | $1,042 | $5,421-80.8% | $9,244-88.7% | $4,645-77.6% |