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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 | $63,247 | $65,122-2.9% | $135,792-53.4% | $64,097-1.3% |
| Participation rate | 2.4% | 47.1%-44.8pp | 72.6%-70.2pp | 55.2%-52.8pp |
| Annual return | 18.68% | 14.53%+4.1pp | 25.96%-7.3pp | 34.64%-16.0pp |
| Employer contribution / active EE | $0 | $1,280-100.0% | $3,496-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $249 | $2,219-88.8% | $4,759-94.8% | $3,080-91.9% |
| Admin fee / account holder | $537 | $3,120-82.8% | $12,266-95.6% | $3,454-84.5% |