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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 | $45,882 | $48,570-5.5% | $130,660-64.9% | $72,975-37.1% |
| Participation rate | 26.9% | 58.6%-31.6pp | 71.7%-44.8pp | 69.5%-42.6pp |
| Annual return | 22.49% | 38.63%-16.1pp | 1709.29%-1686.8pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $580 | $2,384-75.7% | $3,603-83.9% | $3,608-83.9% |
| Admin fee / account holder | $2,907 | $3,549-18.1% | $5,463-46.8% | $5,124-43.3% |