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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 | $48,409 | $61,755-21.6% | $97,161-50.2% | $80,911-40.2% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.7%-41.9pp | 67.6%-36.9pp |
| Annual return | 11.80% | -557.90%+569.7pp | 75.36%-63.6pp | 35.63%-23.8pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $903 | $3,026-70.2% | $4,265-78.8% | $4,297-79.0% |
| Admin fee / account holder | $1,690 | $5,166-67.3% | $5,647-70.1% | $6,935-75.6% |