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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 | $48,870 | $64,324-24.0% | $118,946-58.9% | $79,852-38.8% |
| Participation rate | 16.3% | 64.9%-48.6pp | 75.4%-59.1pp | 69.6%-53.4pp |
| Annual return | 14.68% | 86.45%-71.8pp | 35.89%-21.2pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $432 | $2,824-84.7% | $4,266-89.9% | $3,740-88.4% |
| Admin fee / account holder | $11,548 | $4,040+185.8% | $6,581+75.5% | $5,306+117.6% |