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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 | $40,310 | $133,998-69.9% | $112,263-64.1% | $134,545-70.0% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | 0.78% | 47.17%-46.4pp | 27.49%-26.7pp | 418.37%-417.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $905 | $5,292-82.9% | $4,729-80.9% | $6,401-85.9% |
| Admin fee / account holder | $4,087 | $7,493-45.5% | $6,410-36.2% | $11,431-64.2% |