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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 | $41,275 | $162,821-74.7% | $133,978-69.2% | $158,982-74.0% |
| Participation rate | 47.4% | 83.2%-35.9pp | 79.8%-32.5pp | 82.0%-34.6pp |
| Annual return | 6.61% | 41.95%-35.3pp | 45.10%-38.5pp | 302.99%-296.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,273 | $5,910-78.5% | $5,047-74.8% | $5,983-78.7% |
| Admin fee / account holder | $24,951 | $11,742+112.5% | $8,930+179.4% | $11,252+121.8% |