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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 | $64,592 | $106,749-39.5% | $145,433-55.6% | $82,448-21.7% |
| Participation rate | 29.8% | 75.6%-45.9pp | 82.1%-52.3pp | 68.1%-38.3pp |
| Annual return | 16.05% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,143 | $6,519-67.1% | $7,897-72.9% | $4,139-48.2% |
| Admin fee / account holder | $21,099 | $8,390+151.5% | $13,129+60.7% | $7,234+191.7% |