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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 | $41,451 | $77,817-46.7% | $123,553-66.5% | $64,173-35.4% |
| Participation rate | 23.0% | 74.7%-51.8pp | 82.3%-59.3pp | 69.6%-46.6pp |
| Annual return | 1.32% | 12.49%-11.2pp | 119.21%-117.9pp | 7.63%-6.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,160 | $5,240-58.8% | $6,426-66.4% | $3,470-37.8% |
| Admin fee / account holder | $10,276 | $5,519+86.2% | $9,284+10.7% | $4,887+110.2% |