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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 | $33,175 | $63,346-47.6% | $92,239-64.0% | $70,124-52.7% |
| Participation rate | 53.6% | 68.7%-15.1pp | 76.5%-22.9pp | 69.5%-16.0pp |
| Annual return | 13.90% | 530.19%-516.3pp | 176.29%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $713 | $2,854-75.0% | $3,897-81.7% | $3,332-78.6% |
| Admin fee / account holder | $2,723 | $3,841-29.1% | $5,194-47.6% | $4,645-41.4% |