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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 | $39,398 | $80,992-51.4% | $96,534-59.2% | $75,173-47.6% |
| Participation rate | 40.2% | 71.8%-31.6pp | 76.0%-35.8pp | 67.2%-27.0pp |
| Annual return | 0.00% | 27.05%-27.0pp | 25.88%-25.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $832 | $2,283-63.5% | $2,965-71.9% | $2,671-68.8% |
| Participant deferral / active EE | $1,755 | $3,929-55.3% | $4,851-63.8% | $4,126-57.5% |
| Admin fee / account holder | $5,477 | $6,717-18.5% | $8,253-33.6% | $5,651-3.1% |