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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 | $44,135 | $76,407-42.2% | $150,298-70.6% | $82,448-46.5% |
| Participation rate | 6.0% | 66.4%-60.4pp | 77.8%-71.8pp | 68.1%-62.1pp |
| Annual return | 14.75% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $547 | $3,214-83.0% | $5,453-90.0% | $4,139-86.8% |
| Admin fee / account holder | $822 | $6,352-87.1% | $14,116-94.2% | $7,234-88.6% |