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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 | $73,459-32.3% | $178,528-72.1% | $74,429-33.2% |
| Participation rate | 17.5% | 66.5%-49.0pp | 77.1%-59.6pp | 67.2%-49.7pp |
| Annual return | 16.16% | 17.50%-1.3pp | 27.11%-11.0pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,338 | $4,515-70.4% | $6,278-78.7% | $4,348-69.2% |
| Admin fee / account holder | $25,753 | $1,812+1321.3% | $10,419+147.2% | $1,944+1224.6% |