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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 | $46,887 | $54,193-13.5% | $93,669-49.9% | $77,714-39.7% |
| Participation rate | 9.0% | 63.9%-55.0pp | 68.7%-59.7pp | 70.6%-61.6pp |
| Annual return | 23.03% | 30.54%-7.5pp | 133.59%-110.6pp | 31.26%-8.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,424-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $262 | $3,144-91.7% | $4,416-94.1% | $4,649-94.4% |
| Admin fee / account holder | $1,137 | $576+97.6% | $8,291-86.3% | $433+162.5% |