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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 | $46,462 | $90,486-48.7% | $78,676-40.9% | $273,972-83.0% |
| Participation rate | 28.6% | 76.5%-47.9pp | 73.6%-45.0pp | 83.0%-54.4pp |
| Annual return | 4.06% | 75.62%-71.6pp | 62.19%-58.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $16 | $3,175-99.5% | $2,850-99.4% | $4,869-99.7% |
| Participant deferral / active EE | $453 | $3,901-88.4% | $3,517-87.1% | $5,287-91.4% |
| Admin fee / account holder | $947 | $5,263-82.0% | $4,510-79.0% | $10,133-90.7% |