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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 | $46,463 | $80,705-42.4% | $115,768-59.9% | $67,986-31.7% |
| Participation rate | 7.1% | 63.0%-55.9pp | 74.4%-67.3pp | 57.2%-50.1pp |
| Annual return | 12.84% | 18.49%-5.6pp | 100.46%-87.6pp | 31.67%-18.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $943 | $3,559-73.5% | $4,917-80.8% | $3,358-71.9% |
| Admin fee / account holder | $5,934 | $4,135+43.5% | $12,439-52.3% | $3,203+85.3% |