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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 | $47,797 | $104,251-54.2% | $91,004-47.5% | $147,586-67.6% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.6%-33.9pp | 82.8%-41.2pp |
| Annual return | 14.23% | 27.06%-12.8pp | 4.60%+9.6pp | 578.59%-564.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $221 | $4,195-94.7% | $3,548-93.8% | $5,439-95.9% |
| Admin fee / account holder | $3,551 | $8,948-60.3% | $5,417-34.4% | $10,886-67.4% |