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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 | $41,308 | $47,479-13.0% | $62,929-34.4% | $82,448-49.9% |
| Participation rate | 15.0% | 66.9%-51.9pp | 73.1%-58.1pp | 68.1%-53.1pp |
| Annual return | 13.39% | 20.34%-7.0pp | 1063.93%-1050.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $558 | $2,870-80.5% | $3,888-85.6% | $4,139-86.5% |
| Admin fee / account holder | $972 | $3,804-74.5% | $5,065-80.8% | $7,234-86.6% |