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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 | $34,454 | $48,337-28.7% | $67,560-49.0% | $80,959-57.4% |
| Participation rate | 7.5% | 66.4%-58.9pp | 72.9%-65.4pp | 67.7%-60.1pp |
| Annual return | 14.81% | 18.26%-3.5pp | 3533.50%-3518.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $514 | $2,928-82.5% | $4,004-87.2% | $4,300-88.1% |
| Admin fee / account holder | $3,448 | $3,695-6.7% | $3,994-13.7% | $6,925-50.2% |