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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 | $40,248 | $45,050-10.7% | $63,018-36.1% | $70,126-42.6% |
| Participation rate | 43.2% | 69.5%-26.3pp | 74.8%-31.6pp | 69.5%-26.4pp |
| Annual return | 13.72% | 18.76%-5.0pp | 87.62%-73.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $642 | $2,466-74.0% | $3,330-80.7% | $3,332-80.7% |
| Admin fee / account holder | $1,371 | $2,834-51.6% | $3,601-61.9% | $4,645-70.5% |