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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 | $39,142 | $50,150-22.0% | $149,723-73.9% | $80,169-51.2% |
| Participation rate | 4.7% | 64.3%-59.6pp | 78.8%-74.1pp | 72.9%-68.3pp |
| Annual return | 16.34% | 29.80%-13.5pp | 134.50%-118.2pp | 40.39%-24.1pp |
| Employer contribution / active EE | $0 | $1,868-100.0% | $4,821-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $243 | $3,195-92.4% | $5,682-95.7% | $5,016-95.2% |
| Admin fee / account holder | $7,901 | $153+5074.7% | $13,215-40.2% | $145+5350.3% |