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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 | $40,952 | $69,977-41.5% | $108,582-62.3% | $62,881-34.9% |
| Participation rate | 48.8% | 72.9%-24.1pp | 79.6%-30.8pp | 69.3%-20.5pp |
| Annual return | 4.92% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $500 | $3,165-84.2% | $4,311-88.4% | $3,203-84.4% |
| Admin fee / account holder | $2,296 | $5,076-54.8% | $7,645-70.0% | $4,296-46.5% |