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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 | $40,417 | $72,269-44.1% | $101,271-60.1% | $79,852-49.4% |
| Participation rate | 67.4% | 68.5%-1.1pp | 75.8%-8.4pp | 69.6%-2.2pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $618 | $3,282-81.2% | $4,371-85.9% | $3,740-83.5% |
| Admin fee / account holder | $986 | $4,401-77.6% | $5,948-83.4% | $5,306-81.4% |