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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 | $44,261 | $55,472-20.2% | $155,567-71.5% | $74,546-40.6% |
| Participation rate | 12.2% | 61.9%-49.7pp | 78.2%-66.0pp | 67.2%-55.0pp |
| Annual return | 11.20% | 268.72%-257.5pp | 64.74%-53.5pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $672 | $2,838-76.3% | $5,628-88.1% | $4,347-84.5% |
| Admin fee / account holder | $1,288 | $1,743-26.1% | $15,916-91.9% | $1,944-33.7% |