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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 | $41,649 | $57,352-27.4% | $83,830-50.3% | $64,173-35.1% |
| Participation rate | 43.2% | 68.6%-25.4pp | 76.1%-32.9pp | 69.6%-26.3pp |
| Annual return | 5.18% | 11.38%-6.2pp | 850.97%-845.8pp | 7.63%-2.5pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $655 | $2,993-78.1% | $4,082-84.0% | $3,470-81.1% |
| Admin fee / account holder | $811 | $4,046-79.9% | $5,479-85.2% | $4,887-83.4% |