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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 | $48,478 | $68,586-29.3% | $120,380-59.7% | $80,911-40.1% |
| Participation rate | 18.6% | 61.6%-43.0pp | 71.9%-53.3pp | 67.6%-49.1pp |
| Annual return | 10.45% | 23.62%-13.2pp | 107.28%-96.8pp | 35.63%-25.2pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $446 | $3,174-86.0% | $4,992-91.1% | $4,297-89.6% |
| Admin fee / account holder | $453 | $5,733-92.1% | $9,421-95.2% | $6,935-93.5% |