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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 | $47,471 | $88,360-46.3% | $145,433-67.4% | $67,986-30.2% |
| Participation rate | 7.0% | 65.5%-58.5pp | 82.1%-75.1pp | 57.2%-50.2pp |
| Annual return | 23.02% | 63.15%-40.1pp | 66.58%-43.6pp | 31.67%-8.6pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $428 | $5,932-92.8% | $7,897-94.6% | $3,358-87.3% |
| Admin fee / account holder | $17,845 | $3,313+438.6% | $13,129+35.9% | $3,203+457.1% |