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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 | $38,338 | $62,409-38.6% | $120,574-68.2% | $74,459-48.5% |
| Participation rate | 14.5% | 56.8%-42.2pp | 71.9%-57.4pp | 67.2%-52.7pp |
| Annual return | 12.96% | 18.62%-5.7pp | 107.42%-94.5pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,471-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $546 | $2,888-81.1% | $4,996-89.1% | $4,350-87.4% |
| Admin fee / account holder | $2,304 | $2,394-3.7% | $9,445-75.6% | $1,945+18.5% |