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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 | $41,632 | $58,714-29.1% | $142,874-70.9% | $85,856-51.5% |
| Participation rate | 21.1% | 58.5%-37.4pp | 72.0%-50.9pp | 69.3%-48.3pp |
| Annual return | 21.10% | 27.73%-6.6pp | 5638.58%-5617.5pp | 318.58%-297.5pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $744 | $2,608-71.5% | $3,838-80.6% | $3,952-81.2% |
| Admin fee / account holder | $1,616 | $4,241-61.9% | $6,561-75.4% | $6,261-74.2% |