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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 | $42,721 | $96,558-55.8% | $80,977-47.2% | $273,972-84.4% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 5.26% | 15.14%-9.9pp | 17.11%-11.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,439 | $6,598-78.2% | $5,696-74.7% | $5,287-72.8% |
| Admin fee / account holder | $533 | $7,493-92.9% | $5,517-90.3% | $10,133-94.7% |