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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 | $41,002 | $75,183-45.5% | $123,894-66.9% | $55,167-25.7% |
| Participation rate | 31.3% | 72.8%-41.5pp | 81.4%-50.1pp | 69.0%-37.7pp |
| Annual return | 6.94% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,778 | $5,084-65.0% | $5,984-70.3% | $3,054-41.8% |
| Admin fee / account holder | $492 | $663-25.7% | $8,357-94.1% | $504-2.3% |