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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 | $41,107 | $55,457-25.9% | $77,361-46.9% | $94,015-56.3% |
| Participation rate | 43.8% | 69.8%-26.1pp | 75.0%-31.2pp | 70.8%-27.1pp |
| Annual return | 10.96% | 15.57%-4.6pp | 1011.54%-1000.6pp | 17.84%-6.9pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $807 | $3,069-73.7% | $3,911-79.4% | $4,249-81.0% |
| Admin fee / account holder | $1,591 | $4,334-63.3% | $5,894-73.0% | $8,951-82.2% |