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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 | $47,386 | $69,977-32.3% | $108,582-56.4% | $62,881-24.6% |
| Participation rate | 16.9% | 72.9%-56.0pp | 79.6%-62.7pp | 69.3%-52.4pp |
| Annual return | 7.15% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,024 | $3,165-67.7% | $4,311-76.3% | $3,203-68.0% |
| Admin fee / account holder | $2,158 | $5,076-57.5% | $7,645-71.8% | $4,296-49.8% |