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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 | $43,176 | $70,430-38.7% | $96,572-55.3% | $85,851-49.7% |
| Participation rate | 44.0% | 61.8%-17.8pp | 69.8%-25.8pp | 69.3%-25.3pp |
| Annual return | 20.37% | 18.58%+1.8pp | 37.79%-17.4pp | 318.63%-298.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $885 | $2,894-69.4% | $3,850-77.0% | $3,952-77.6% |
| Admin fee / account holder | $406 | $4,996-91.9% | $6,183-93.4% | $6,261-93.5% |