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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 | $41,413 | $58,828-29.6% | $78,002-46.9% | $62,881-34.1% |
| Participation rate | 15.5% | 71.1%-55.6pp | 75.5%-60.0pp | 69.3%-53.8pp |
| Annual return | 6.85% | 17.16%-10.3pp | 425.99%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $460 | $2,686-82.9% | $3,497-86.9% | $3,203-85.6% |
| Admin fee / account holder | $674 | $4,393-84.6% | $5,481-87.7% | $4,296-84.3% |