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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 | $47,423 | $110,240-57.0% | $96,544-50.9% | $139,487-66.0% |
| Participation rate | 17.6% | 78.1%-60.5pp | 76.0%-58.3pp | 80.3%-62.7pp |
| Annual return | 11.45% | 26.41%-15.0pp | 25.88%-14.4pp | 373.84%-362.4pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $119 | $5,549-97.9% | $4,851-97.6% | $6,713-98.2% |
| Admin fee / account holder | $830 | $11,602-92.8% | $8,254-89.9% | $11,407-92.7% |