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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 | $40,200 | $58,828-31.7% | $78,002-48.5% | $62,881-36.1% |
| Participation rate | 31.4% | 71.1%-39.6pp | 75.5%-44.1pp | 69.3%-37.9pp |
| Annual return | 4.97% | 17.16%-12.2pp | 425.99%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $668 | $2,686-75.1% | $3,497-80.9% | $3,203-79.2% |
| Admin fee / account holder | $3,689 | $4,393-16.0% | $5,481-32.7% | $4,296-14.1% |