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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 | $44,239 | $62,686-29.4% | $178,540-75.2% | $77,736-43.1% |
| Participation rate | 24.5% | 66.9%-42.4pp | 77.1%-52.6pp | 70.6%-46.1pp |
| Annual return | 74.03% | 16.16%+57.9pp | 27.15%+46.9pp | 31.26%+42.8pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,953-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,446 | $4,224-65.8% | $6,281-77.0% | $4,651-68.9% |
| Admin fee / account holder | $8,621 | $386+2132.9% | $10,424-17.3% | $433+1889.6% |