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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 | $43,752 | $52,911-17.3% | $73,309-40.3% | $59,633-26.6% |
| Participation rate | 25.3% | 68.2%-42.9pp | 74.9%-49.6pp | 68.7%-43.3pp |
| Annual return | 3.03% | 12.20%-9.2pp | 5.67%-2.6pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $578 | $4,069-85.8% | $4,991-88.4% | $3,192-81.9% |
| Admin fee / account holder | $579 | $3,835-84.9% | $5,635-89.7% | $4,297-86.5% |