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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 | $36,812 | $65,027-43.4% | $90,970-59.5% | $79,852-53.9% |
| Participation rate | 10.0% | 61.6%-51.6pp | 69.0%-59.0pp | 69.6%-59.6pp |
| Annual return | 14.34% | 30.45%-16.1pp | 134.58%-120.2pp | 31.72%-17.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $429 | $2,512-82.9% | $3,373-87.3% | $3,740-88.5% |
| Admin fee / account holder | $339 | $4,535-92.5% | $5,960-94.3% | $5,306-93.6% |