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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 | $47,531 | $78,690-39.6% | $161,489-70.6% | $87,485-45.7% |
| Participation rate | 23.5% | 67.5%-43.9pp | 78.7%-55.2pp | 68.9%-45.4pp |
| Annual return | 14.05% | 32.74%-18.7pp | 89.72%-75.7pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $455 | $3,311-86.3% | $5,630-91.9% | $4,274-89.4% |
| Admin fee / account holder | $7,808 | $6,724+16.1% | $16,006-51.2% | $7,775+0.4% |