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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 | $40,810 | $77,164-47.1% | $178,014-77.1% | $80,874-49.5% |
| Participation rate | 44.4% | 65.7%-21.3pp | 77.1%-32.6pp | 67.6%-23.2pp |
| Annual return | 10.77% | 18.09%-7.3pp | 294.80%-284.0pp | 35.62%-24.8pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,312 | $4,408-70.2% | $6,276-79.1% | $4,297-69.5% |
| Admin fee / account holder | $20,763 | $7,164+189.8% | $10,362+100.4% | $6,935+199.4% |