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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 | $47,497 | $24,891+90.8% | $69,632-31.8% | $74,478-36.2% |
| Participation rate | 21.1% | 63.4%-42.3pp | 66.4%-45.3pp | 67.2%-46.1pp |
| Annual return | 14.31% | 18.53%-4.2pp | 101.32%-87.0pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,708-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $738 | $1,908-61.3% | $2,889-74.4% | $4,350-83.0% |
| Admin fee / account holder | $3,167 | $1,904+66.3% | $4,695-32.5% | $1,946+62.8% |