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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 | $35,794 | $50,947-29.7% | $74,551-52.0% | $64,173-44.2% |
| Participation rate | 36.7% | 61.1%-24.4pp | 69.1%-32.5pp | 69.6%-32.9pp |
| Annual return | 53.05% | -1.85%+54.9pp | 32.53%+20.5pp | 7.63%+45.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $807 | $2,302-64.9% | $3,108-74.0% | $3,470-76.7% |
| Admin fee / account holder | $751 | $4,221-82.2% | $5,059-85.2% | $4,887-84.6% |