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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 | $32,883 | $43,749-24.8% | $158,223-79.2% | $65,306-49.6% |
| Participation rate | 7.1% | 56.9%-49.7pp | 79.2%-72.1pp | 57.7%-50.5pp |
| Annual return | 13.39% | 19.41%-6.0pp | 52.09%-38.7pp | 21.94%-8.5pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $427 | $2,019-78.9% | $5,467-92.2% | $2,959-85.6% |
| Admin fee / account holder | $427 | $1,930-77.9% | $16,047-97.3% | $3,480-87.7% |