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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 | $47,213 | $71,230-33.7% | $93,727-49.6% | $80,959-41.7% |
| Participation rate | 21.2% | 60.4%-39.2pp | 68.7%-47.5pp | 67.7%-46.5pp |
| Annual return | 26.71% | 11.26%+15.5pp | 133.83%-107.1pp | 35.67%-9.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $165 | $4,037-95.9% | $4,417-96.3% | $4,300-96.2% |
| Admin fee / account holder | $604 | $6,961-91.3% | $8,292-92.7% | $6,925-91.3% |