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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 | $47,625 | $98,240-51.5% | $82,313-42.1% | $147,585-67.7% |
| Participation rate | 31.3% | 79.7%-48.5pp | 76.9%-45.6pp | 82.8%-51.6pp |
| Annual return | 17.61% | 30.85%-13.2pp | 25.88%-8.3pp | 578.58%-561.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $906 | $4,383-79.3% | $3,706-75.5% | $5,439-83.3% |
| Admin fee / account holder | $550 | $8,563-93.6% | $5,608-90.2% | $10,886-95.0% |