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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 | $43,766 | $77,920-43.8% | $149,723-70.8% | $75,177-41.8% |
| Participation rate | 45.0% | 65.6%-20.6pp | 78.8%-33.8pp | 67.2%-22.2pp |
| Annual return | 16.73% | 31.72%-15.0pp | 134.50%-117.8pp | 160.75%-144.0pp |
| Employer contribution / active EE | $567 | $3,138-81.9% | $4,821-88.2% | $2,671-78.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,131 | $5,951+3.0% | $13,215-53.6% | $5,651+8.5% |