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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 | $25,268 | $58,391-56.7% | $76,667-67.0% | $72,976-65.4% |
| Participation rate | 62.0% | 67.4%-5.4pp | 72.1%-10.1pp | 69.5%-7.5pp |
| Annual return | 43.68% | 2306.65%-2263.0pp | 1166.74%-1123.1pp | 81.02%-37.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $847 | $2,690-68.5% | $3,336-74.6% | $3,608-76.5% |
| Admin fee / account holder | $2,384 | $4,014-40.6% | $6,423-62.9% | $5,124-53.5% |