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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 | $49,794 | $57,350-13.2% | $83,850-40.6% | $64,181-22.4% |
| Participation rate | 30.8% | 68.6%-37.8pp | 76.1%-45.4pp | 69.6%-38.8pp |
| Annual return | -3.29% | 11.38%-14.7pp | 850.92%-854.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,163 | $2,993-61.1% | $4,082-71.5% | $3,470-66.5% |
| Admin fee / account holder | $3,366 | $4,046-16.8% | $5,478-38.6% | $4,887-31.1% |