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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 | $42,104 | $157,304-73.2% | $141,197-70.2% | $152,909-72.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 17.61% | 64.34%-46.7pp | 71.41%-53.8pp | 345.46%-327.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,875 | $7,111-73.6% | $6,710-72.1% | $5,851-68.0% |
| Admin fee / account holder | $5,178 | $12,126-57.3% | $10,265-49.6% | $11,601-55.4% |