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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 | $27,298 | $102,382-73.3% | $147,005-81.4% | $80,874-66.2% |
| Participation rate | 46.5% | 75.8%-29.3pp | 82.2%-35.6pp | 67.6%-21.1pp |
| Annual return | 13.59% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,169 | $6,646-82.4% | $8,070-85.5% | $4,297-72.8% |
| Admin fee / account holder | $2,878 | $7,942-63.8% | $13,006-77.9% | $6,935-58.5% |