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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 | $47,710 | $93,346-48.9% | $71,796-33.5% | $273,972-82.6% |
| Participation rate | 47.6% | 76.5%-28.9pp | 69.1%-21.5pp | 83.0%-35.4pp |
| Annual return | 4.92% | 130.39%-125.5pp | 78.04%-73.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $312 | $3,475-91.0% | $2,794-88.8% | $5,287-94.1% |
| Admin fee / account holder | $654 | $6,571-90.1% | $4,815-86.4% | $10,133-93.6% |