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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 | $43,056 | $77,638-44.5% | $156,551-72.5% | $62,881-31.5% |
| Participation rate | 4.5% | 71.2%-66.7pp | 84.0%-79.5pp | 69.3%-64.8pp |
| Annual return | 5.94% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $149 | $3,046-95.1% | $4,871-96.9% | $3,203-95.4% |
| Admin fee / account holder | $1,995 | $5,561-64.1% | $13,028-84.7% | $4,296-53.6% |