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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 | $88,137-48.0% | $164,975-72.2% | $74,429-38.4% |
| Participation rate | 16.2% | 73.1%-56.9pp | 78.6%-62.4pp | 67.2%-51.0pp |
| Annual return | 12.38% | 17.13%-4.7pp | 70.12%-57.7pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $420 | $4,501-90.7% | $6,033-93.0% | $4,348-90.3% |
| Admin fee / account holder | $1,319 | $2,231-40.9% | $12,688-89.6% | $1,944-32.2% |