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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 | $48,277-28.6% | $67,511-49.0% | $80,874-57.4% |
| Participation rate | 7.5% | 66.4%-58.9pp | 72.9%-65.4pp | 67.6%-60.1pp |
| Annual return | 14.81% | 18.27%-3.5pp | 3517.41%-3502.6pp | 35.62%-20.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $514 | $2,926-82.4% | $4,000-87.2% | $4,297-88.0% |
| Admin fee / account holder | $3,448 | $3,687-6.5% | $3,999-13.8% | $6,935-50.3% |