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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 | $54,678 | $58,275-6.2% | $81,844-33.2% | $80,935-32.4% |
| Participation rate | 38.7% | 63.5%-24.8pp | 72.4%-33.7pp | 67.7%-29.0pp |
| Annual return | 11.47% | 41.82%-30.3pp | 778.87%-767.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $2,576 | $2,346+9.8% | $2,916-11.7% | $2,757-6.6% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,323 | $4,749-51.1% | $7,355-68.4% | $6,924-66.4% |