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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 | $43,088 | $51,642-16.6% | $129,384-66.7% | $80,935-46.8% |
| Participation rate | 31.0% | 56.9%-25.9pp | 69.6%-38.6pp | 67.7%-36.6pp |
| Annual return | 12.86% | 20.78%-7.9pp | 9461.77%-9448.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $245 | $2,670-90.8% | $4,166-94.1% | $4,299-94.3% |
| Admin fee / account holder | $6,497 | $4,312+50.7% | $7,686-15.5% | $6,924-6.2% |