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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 | $45,119 | $78,690-42.7% | $161,489-72.1% | $87,485-48.4% |
| Participation rate | 6.1% | 67.5%-61.3pp | 78.7%-72.6pp | 68.9%-62.8pp |
| Annual return | 15.10% | 32.74%-17.6pp | 89.72%-74.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $849 | $3,311-74.4% | $5,630-84.9% | $4,274-80.1% |
| Admin fee / account holder | $5,240 | $6,724-22.1% | $16,006-67.3% | $7,775-32.6% |