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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 | $42,012 | $48,364-13.1% | $71,796-41.5% | $62,881-33.2% |
| Participation rate | 10.3% | 60.6%-50.3pp | 69.1%-58.8pp | 69.3%-59.0pp |
| Annual return | 7.97% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $459 | $2,091-78.1% | $2,794-83.6% | $3,203-85.7% |
| Admin fee / account holder | $4,040 | $3,771+7.1% | $4,815-16.1% | $4,296-5.9% |