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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 | $30,524 | $78,423-61.1% | $95,964-68.2% | $79,856-61.8% |
| Participation rate | 46.4% | 73.5%-27.1pp | 77.1%-30.7pp | 69.6%-23.2pp |
| Annual return | 12.27% | 19.37%-7.1pp | 91.64%-79.4pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $467 | $3,440-86.4% | $4,167-88.8% | $3,741-87.5% |
| Admin fee / account holder | $8,500 | $5,622+51.2% | $6,797+25.0% | $5,306+60.2% |