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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 | $42,656 | $69,977-39.0% | $108,582-60.7% | $62,881-32.2% |
| Participation rate | 41.0% | 72.9%-31.9pp | 79.6%-38.6pp | 69.3%-28.3pp |
| Annual return | 6.66% | 10.73%-4.1pp | -51.70%+58.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,264 | $3,165-60.1% | $4,311-70.7% | $3,203-60.6% |
| Admin fee / account holder | $10,105 | $5,076+99.1% | $7,645+32.2% | $4,296+135.2% |