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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 | $50,554-18.7% | $67,681-39.3% | $87,485-53.0% |
| Participation rate | 43.8% | 67.7%-24.0pp | 73.7%-30.0pp | 68.9%-25.2pp |
| Annual return | 10.96% | 17.81%-6.9pp | 590.58%-579.6pp | 26.06%-15.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $807 | $2,961-72.7% | $3,976-79.7% | $4,274-81.1% |
| Admin fee / account holder | $1,591 | $4,132-61.5% | $6,100-73.9% | $7,775-79.5% |