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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 | $44,617 | $84,236-47.0% | $170,435-73.8% | $70,126-36.4% |
| Participation rate | 1.2% | 70.8%-69.6pp | 83.6%-82.4pp | 69.5%-68.3pp |
| Annual return | 16.01% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $152 | $3,086-95.1% | $4,939-96.9% | $3,332-95.4% |
| Admin fee / account holder | $1,034 | $5,698-81.9% | $13,881-92.6% | $4,645-77.8% |