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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 | $43,366 | $77,817-44.3% | $123,553-64.9% | $64,173-32.4% |
| Participation rate | 24.0% | 74.7%-50.7pp | 82.3%-58.3pp | 69.6%-45.6pp |
| Annual return | -1.99% | 12.49%-14.5pp | 119.21%-121.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $372 | $5,240-92.9% | $6,426-94.2% | $3,470-89.3% |
| Admin fee / account holder | $25,155 | $5,519+355.8% | $9,284+170.9% | $4,887+414.7% |