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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 | $56,417 | $45,343+24.4% | $150,298-62.5% | $67,986-17.0% |
| Participation rate | 5.1% | 51.9%-46.8pp | 77.8%-72.7pp | 57.2%-52.1pp |
| Annual return | 14.77% | 33.28%-18.5pp | 62.79%-48.0pp | 31.67%-16.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $154 | $2,055-92.5% | $5,453-97.2% | $3,358-95.4% |
| Admin fee / account holder | $2,139 | $2,250-4.9% | $14,116-84.8% | $3,203-33.2% |