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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 | $41,206 | $91,179-54.8% | $178,499-76.9% | $79,852-48.4% |
| Participation rate | 64.3% | 69.2%-4.9pp | 81.9%-17.6pp | 69.6%-5.4pp |
| Annual return | 13.67% | 24.19%-10.5pp | 151.10%-137.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $483 | $3,236-85.1% | $5,202-90.7% | $3,740-87.1% |
| Admin fee / account holder | $372 | $6,749-94.5% | $13,986-97.3% | $5,306-93.0% |