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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 | $45,858 | $88,117-48.0% | $164,928-72.2% | $74,400-38.4% |
| Participation rate | 16.2% | 73.1%-56.9pp | 78.6%-62.4pp | 67.2%-51.0pp |
| Annual return | 12.38% | 17.27%-4.9pp | 70.08%-57.7pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $0 | $2,596-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $420 | $4,501-90.7% | $6,034-93.0% | $4,348-90.3% |
| Admin fee / account holder | $1,319 | $2,230-40.9% | $12,684-89.6% | $1,944-32.1% |