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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 | $39,115 | $48,011-18.5% | $63,803-38.7% | $82,637-52.7% |
| Participation rate | 5.4% | 66.6%-61.2pp | 72.7%-67.3pp | 68.1%-62.6pp |
| Annual return | 23.20% | 19.84%+3.4pp | 543.72%-520.5pp | 53.51%-30.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $614 | $2,846-78.4% | $3,843-84.0% | $4,126-85.1% |
| Admin fee / account holder | $1,701 | $3,873-56.1% | $5,196-67.3% | $7,339-76.8% |