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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 | $34,392 | $80,992-57.5% | $96,534-64.4% | $75,173-54.3% |
| Participation rate | 30.9% | 71.8%-40.9pp | 76.0%-45.1pp | 67.2%-36.3pp |
| Annual return | 14.22% | 27.05%-12.8pp | 25.88%-11.7pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,088 | $3,929-72.3% | $4,851-77.6% | $4,126-73.6% |
| Admin fee / account holder | $9,811 | $6,717+46.1% | $8,253+18.9% | $5,651+73.6% |