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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 | $30,084 | $98,776-69.5% | $149,745-79.9% | $79,856-62.3% |
| Participation rate | 42.5% | 75.8%-33.3pp | 82.5%-40.0pp | 69.6%-27.2pp |
| Annual return | 22.16% | 27.38%-5.2pp | 276.72%-254.6pp | 31.71%-9.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,379 | $5,681-75.7% | $6,843-79.8% | $3,741-63.1% |
| Admin fee / account holder | $2,334 | $6,053-61.4% | $9,312-74.9% | $5,306-56.0% |