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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 | $53,390 | $70,587-24.4% | $124,693-57.2% | $85,847-37.8% |
| Participation rate | 60.0% | 64.4%-4.4pp | 74.6%-14.6pp | 69.3%-9.3pp |
| Annual return | 19.66% | 20688.83%-20669.2pp | 5144.19%-5124.5pp | 318.61%-299.0pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,098 | $2,969-63.0% | $4,615-76.2% | $3,952-72.2% |
| Admin fee / account holder | $2,582 | $5,282-51.1% | $7,494-65.5% | $6,261-58.8% |