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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 | $23,227 | $52,911-56.1% | $73,309-68.3% | $59,633-61.0% |
| Participation rate | 44.7% | 68.2%-23.5pp | 74.9%-30.2pp | 68.7%-24.0pp |
| Annual return | 4.23% | 12.20%-8.0pp | 5.67%-1.4pp | 2041.45%-2037.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $874 | $4,069-78.5% | $4,991-82.5% | $3,192-72.6% |
| Admin fee / account holder | $854 | $3,835-77.7% | $5,635-84.8% | $4,297-80.1% |