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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 | $50,676 | $69,273-26.8% | $90,796-44.2% | $82,637-38.7% |
| Participation rate | 28.6% | 64.0%-35.5pp | 69.5%-40.9pp | 68.1%-39.5pp |
| Annual return | 29.97% | 18.37%+11.6pp | 19.29%+10.7pp | 53.51%-23.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $933 | $3,047-69.4% | $3,822-75.6% | $4,126-77.4% |
| Admin fee / account holder | $15,120 | $5,511+174.4% | $7,024+115.3% | $7,339+106.0% |