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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 | $46,649 | $43,730+6.7% | $121,220-61.5% | $64,173-27.3% |
| Participation rate | 21.2% | 58.3%-37.2pp | 71.8%-50.6pp | 69.6%-48.4pp |
| Annual return | -4.40% | 68.94%-73.3pp | 16.94%-21.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $291 | $2,281-87.2% | $3,345-91.3% | $3,470-91.6% |
| Admin fee / account holder | $669 | $3,502-80.9% | $5,021-86.7% | $4,887-86.3% |