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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 | $44,181 | $74,089-40.4% | $133,975-67.0% | $55,167-19.9% |
| Participation rate | 19.7% | 84.3%-64.6pp | 87.1%-67.4pp | 69.0%-49.3pp |
| Annual return | 7.58% | 12.11%-4.5pp | 29.29%-21.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $790 | $4,678-83.1% | $6,282-87.4% | $3,054-74.1% |
| Admin fee / account holder | $593 | $458+29.5% | $9,324-93.6% | $504+17.7% |