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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 | $42,836 | $78,707-45.6% | $117,861-63.7% | $70,126-38.9% |
| Participation rate | 20.6% | 73.2%-52.6pp | 79.7%-59.1pp | 69.5%-49.0pp |
| Annual return | 12.89% | 23.30%-10.4pp | 335.11%-322.2pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $940 | $3,297-71.5% | $4,482-79.0% | $3,332-71.8% |
| Admin fee / account holder | $53,174 | $5,066+949.7% | $8,021+563.0% | $4,645+1044.6% |