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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 | $48,818 | $55,472-12.0% | $155,567-68.6% | $74,546-34.5% |
| Participation rate | 17.4% | 61.9%-44.5pp | 78.2%-60.8pp | 67.2%-49.8pp |
| Annual return | 20.54% | 268.72%-248.2pp | 64.74%-44.2pp | 1366.03%-1345.5pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $802 | $2,838-71.7% | $5,628-85.7% | $4,347-81.5% |
| Admin fee / account holder | $1,719 | $1,743-1.3% | $15,916-89.2% | $1,944-11.5% |