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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 | $61,522 | $65,566-6.2% | $86,235-28.7% | $75,177-18.2% |
| Participation rate | 35.5% | 60.5%-25.0pp | 69.0%-33.5pp | 67.2%-31.7pp |
| Annual return | 15.33% | 46.07%-30.7pp | 1170.03%-1154.7pp | 160.75%-145.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $670 | $3,023-77.9% | $3,987-83.2% | $4,126-83.8% |
| Admin fee / account holder | $470 | $5,470-91.4% | $6,856-93.1% | $5,651-91.7% |