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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 | $52,884-16.3% | $84,753-47.8% | $55,167-19.8% |
| Participation rate | 50.5% | 67.5%-17.1pp | 76.6%-26.1pp | 69.0%-18.5pp |
| Annual return | 5.88% | 18.03%-12.2pp | 22.78%-16.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,065 | $2,644-59.7% | $3,712-71.3% | $3,054-65.1% |
| Admin fee / account holder | $341 | $581-41.3% | $5,333-93.6% | $504-32.4% |