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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 | $54,237 | $94,031-42.3% | $115,768-53.1% | $82,448-34.2% |
| Participation rate | 22.9% | 70.4%-47.6pp | 74.4%-51.5pp | 68.1%-45.2pp |
| Annual return | 15.04% | 20.61%-5.6pp | 100.46%-85.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $341 | $3,972-91.4% | $4,917-93.1% | $4,139-91.8% |
| Admin fee / account holder | $396 | $10,249-96.1% | $12,439-96.8% | $7,234-94.5% |