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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 | $49,893 | $81,643-38.9% | $70,462-29.2% | $158,950-68.6% |
| Participation rate | 35.7% | 77.7%-42.0pp | 75.1%-39.3pp | 82.0%-46.2pp |
| Annual return | 20.10% | 208.51%-188.4pp | 109.08%-89.0pp | 302.91%-282.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $669 | $4,555-85.3% | $3,710-82.0% | $5,983-88.8% |
| Admin fee / account holder | $5,088 | $6,194-17.8% | $3,845+32.3% | $11,248-54.8% |