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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 | $55,470-20.2% | $155,556-71.5% | $74,478-40.6% |
| Participation rate | 12.2% | 61.9%-49.7pp | 78.2%-66.1pp | 67.2%-55.0pp |
| Annual return | 11.20% | 269.80%-258.6pp | 64.84%-53.6pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $672 | $2,838-76.3% | $5,631-88.1% | $4,350-84.6% |
| Admin fee / account holder | $1,288 | $1,744-26.2% | $15,885-91.9% | $1,946-33.8% |