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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 | $40,736 | $60,128-32.3% | $90,440-55.0% | $79,852-49.0% |
| Participation rate | 50.8% | 65.0%-14.2pp | 72.7%-21.9pp | 69.6%-18.8pp |
| Annual return | 15.72% | 71.95%-56.2pp | 1294.38%-1278.7pp | 31.72%-16.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $659 | $2,939-77.6% | $3,964-83.4% | $3,740-82.4% |
| Admin fee / account holder | $2,599 | $3,977-34.7% | $5,615-53.7% | $5,306-51.0% |