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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 | $38,184 | $79,223-51.8% | $102,460-62.7% | $74,478-48.7% |
| Participation rate | 35.9% | 74.8%-38.9pp | 76.5%-40.6pp | 67.2%-31.3pp |
| Annual return | 11.29% | 54.98%-43.7pp | 29.47%-18.2pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,075 | $4,417-53.0% | $5,056-59.0% | $4,350-52.3% |
| Admin fee / account holder | $7,632 | $2,003+281.0% | $9,460-19.3% | $1,946+292.2% |