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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 | $43,641 | $63,342-31.1% | $92,236-52.7% | $70,131-37.8% |
| Participation rate | 35.1% | 68.7%-33.5pp | 76.5%-41.3pp | 69.5%-34.4pp |
| Annual return | 17.97% | 530.15%-512.2pp | 176.29%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $726 | $2,854-74.5% | $3,897-81.4% | $3,332-78.2% |
| Admin fee / account holder | $1,937 | $3,840-49.6% | $5,194-62.7% | $4,645-58.3% |