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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 | $41,360 | $58,726-29.6% | $92,240-55.2% | $62,293-33.6% |
| Participation rate | 52.0% | 68.3%-16.4pp | 76.5%-24.5pp | 69.5%-17.6pp |
| Annual return | 13.52% | 43.62%-30.1pp | 176.29%-162.8pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,158 | $2,766-58.1% | $3,897-70.3% | $3,169-63.5% |
| Admin fee / account holder | $7,927 | $556+1324.6% | $5,194+52.6% | $479+1553.8% |