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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 | $52,632 | $84,149-37.5% | $76,080-30.8% | $167,553-68.6% |
| Participation rate | 18.2% | 84.9%-66.7pp | 79.4%-61.3pp | 82.1%-63.9pp |
| Annual return | 12.24% | 54.99%-42.7pp | 42.50%-30.3pp | 478.89%-466.7pp |
| Employer contribution / active EE | $0 | $4,618-100.0% | $3,962-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $168 | $5,796-97.1% | $4,905-96.6% | $6,343-97.3% |
| Admin fee / account holder | $2,325 | $6,410-63.7% | $4,883-52.4% | $12,316-81.1% |