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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 | $44,985 | $79,003-43.1% | $100,398-55.2% | $74,400-39.5% |
| Participation rate | 9.1% | 79.5%-70.4pp | 81.5%-72.4pp | 67.2%-58.1pp |
| Annual return | 13.62% | 20.62%-7.0pp | 49.32%-35.7pp | 1367.51%-1353.9pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $186 | $7,752-97.6% | $8,084-97.7% | $4,348-95.7% |
| Admin fee / account holder | $1,793 | $1,331+34.7% | $7,893-77.3% | $1,944-7.7% |