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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 | $44,745 | $87,544-48.9% | $75,784-41.0% | $125,388-64.3% |
| Participation rate | 68.4% | 80.2%-11.8pp | 75.8%-7.4pp | 83.2%-14.8pp |
| Annual return | -0.01% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $893 | $4,229-78.9% | $3,652-75.6% | $5,352-83.3% |
| Admin fee / account holder | $4,354 | $6,502-33.0% | $5,300-17.8% | $9,541-54.4% |