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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 | $40,760 | $80,731-49.5% | $103,378-60.6% | $74,400-45.2% |
| Participation rate | 10.9% | 65.7%-54.8pp | 74.5%-63.7pp | 67.2%-56.4pp |
| Annual return | 17.32% | 27.56%-10.2pp | 24.91%-7.6pp | 1367.51%-1350.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $348 | $3,862-91.0% | $5,058-93.1% | $4,348-92.0% |
| Admin fee / account holder | $831 | $2,369-64.9% | $8,401-90.1% | $1,944-57.2% |