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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 | $57,047 | $79,209-28.0% | $102,434-44.3% | $74,459-23.4% |
| Participation rate | 19.3% | 74.8%-55.5pp | 76.5%-57.2pp | 67.2%-47.9pp |
| Annual return | 11.28% | 54.98%-43.7pp | 29.46%-18.2pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $557 | $4,417-87.4% | $5,055-89.0% | $4,350-87.2% |
| Admin fee / account holder | $1,268 | $2,002-36.6% | $9,462-86.6% | $1,945-34.8% |