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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 | $75,541-41.6% | $152,093-71.0% | $82,637-46.6% |
| Participation rate | 6.0% | 66.5%-60.6pp | 77.8%-71.8pp | 68.1%-62.1pp |
| Annual return | 14.75% | 32.56%-17.8pp | 66.36%-51.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $547 | $3,206-82.9% | $5,451-90.0% | $4,126-86.7% |
| Admin fee / account holder | $822 | $6,405-87.2% | $14,497-94.3% | $7,339-88.8% |