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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 | $25,149 | $70,587-64.4% | $124,694-79.8% | $85,851-70.7% |
| Participation rate | 20.0% | 64.4%-44.4pp | 74.6%-54.6pp | 69.3%-49.3pp |
| Annual return | 17.46% | 20688.83%-20671.4pp | 5144.82%-5127.4pp | 318.63%-301.2pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,325-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $250 | $2,969-91.6% | $4,615-94.6% | $3,952-93.7% |
| Admin fee / account holder | $1,929 | $5,282-63.5% | $7,495-74.3% | $6,261-69.2% |