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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 | $31,371 | $48,570-35.4% | $130,660-76.0% | $72,975-57.0% |
| Participation rate | 13.2% | 58.6%-45.4pp | 71.7%-58.5pp | 69.5%-56.3pp |
| Annual return | 25.82% | 38.63%-12.8pp | 1709.29%-1683.5pp | 81.01%-55.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $386 | $2,384-83.8% | $3,603-89.3% | $3,608-89.3% |
| Admin fee / account holder | $1,662 | $3,549-53.2% | $5,463-69.6% | $5,124-67.6% |