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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 | $27,437 | $45,119-39.2% | $85,126-67.8% | $74,429-63.1% |
| Participation rate | 14.0% | 49.4%-35.4pp | 67.5%-53.5pp | 67.2%-53.2pp |
| Annual return | 12.20% | 26.28%-14.1pp | 66.63%-54.4pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $401 | $2,738-85.3% | $4,523-91.1% | $4,348-90.8% |
| Admin fee / account holder | $986 | $2,214-55.5% | $6,160-84.0% | $1,944-49.3% |