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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 | $56,965 | $48,364+17.8% | $71,796-20.7% | $62,881-9.4% |
| Participation rate | 19.1% | 60.6%-41.5pp | 69.1%-50.0pp | 69.3%-50.2pp |
| Annual return | 9.96% | 13.16%-3.2pp | 78.04%-68.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $593 | $2,091-71.6% | $2,794-78.8% | $3,203-81.5% |
| Admin fee / account holder | $351 | $3,771-90.7% | $4,815-92.7% | $4,296-91.8% |