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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 | $46,684 | $48,314-3.4% | $67,561-30.9% | $80,925-42.3% |
| Participation rate | 20.0% | 66.4%-46.4pp | 72.9%-52.9pp | 67.7%-47.7pp |
| Annual return | 15.24% | 18.28%-3.0pp | 3525.44%-3510.2pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $477 | $2,927-83.7% | $4,003-88.1% | $4,299-88.9% |
| Admin fee / account holder | $607 | $3,690-83.5% | $4,006-84.8% | $6,940-91.2% |