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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 | $56,007 | $65,027-13.9% | $90,970-38.4% | $79,852-29.9% |
| Participation rate | 11.5% | 61.6%-50.1pp | 69.0%-57.5pp | 69.6%-58.1pp |
| Annual return | 21.36% | 30.45%-9.1pp | 134.58%-113.2pp | 31.72%-10.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $108 | $2,512-95.7% | $3,373-96.8% | $3,740-97.1% |
| Admin fee / account holder | $410 | $4,535-91.0% | $5,960-93.1% | $5,306-92.3% |