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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 | $47,843 | $72,404-33.9% | $110,243-56.6% | $64,173-25.4% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 5.34% | -6.29%+11.6pp | 314.76%-309.4pp | 7.63%-2.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $309 | $3,469-91.1% | $4,672-93.4% | $3,470-91.1% |
| Admin fee / account holder | $2,790 | $5,664-50.7% | $8,548-67.4% | $4,887-42.9% |