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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 | $44,582 | $91,037-51.0% | $71,671-37.8% | $147,586-69.8% |
| Participation rate | 27.8% | 76.1%-48.3pp | 68.7%-41.0pp | 82.8%-55.1pp |
| Annual return | 10.73% | 20.48%-9.7pp | 20.65%-9.9pp | 578.59%-567.9pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $587 | $4,498-86.9% | $3,438-82.9% | $5,439-89.2% |
| Admin fee / account holder | $46,663 | $8,613+441.8% | $5,558+739.5% | $10,886+328.7% |