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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 | $33,833 | $48,364-30.0% | $71,796-52.9% | $62,881-46.2% |
| Participation rate | 14.3% | 60.6%-46.3pp | 69.1%-54.8pp | 69.3%-55.0pp |
| Annual return | 6.14% | 13.16%-7.0pp | 78.04%-71.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $369 | $2,091-82.4% | $2,794-86.8% | $3,203-88.5% |
| Admin fee / account holder | $317 | $3,771-91.6% | $4,815-93.4% | $4,296-92.6% |