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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 | $48,284-3.3% | $67,524-30.9% | $80,911-42.3% |
| Participation rate | 20.0% | 66.4%-46.4pp | 72.9%-52.9pp | 67.6%-47.6pp |
| Annual return | 15.24% | 18.27%-3.0pp | 3519.41%-3504.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $477 | $2,927-83.7% | $4,001-88.1% | $4,297-88.9% |
| Admin fee / account holder | $607 | $3,688-83.5% | $4,001-84.8% | $6,935-91.2% |