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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 | $48,911 | $73,107-33.1% | $114,563-57.3% | $87,485-44.1% |
| Participation rate | 40.7% | 65.8%-25.0pp | 72.9%-32.2pp | 68.9%-28.2pp |
| Annual return | 14.62% | 19.47%-4.8pp | 241.09%-226.5pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $729 | $3,144-76.8% | $4,142-82.4% | $4,274-82.9% |
| Admin fee / account holder | $14,485 | $5,770+151.0% | $7,623+90.0% | $7,775+86.3% |