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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 | $49,727 | $73,532-32.4% | $178,505-72.1% | $74,478-33.2% |
| Participation rate | 17.5% | 66.6%-49.1pp | 77.1%-59.6pp | 67.2%-49.7pp |
| Annual return | 16.16% | 17.49%-1.3pp | 27.16%-11.0pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,338 | $4,519-70.4% | $6,280-78.7% | $4,350-69.3% |
| Admin fee / account holder | $25,753 | $1,813+1320.9% | $10,428+147.0% | $1,946+1223.5% |