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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 | $34,561 | $71,215-51.5% | $93,696-63.1% | $80,935-57.3% |
| Participation rate | 9.6% | 60.4%-50.8pp | 68.7%-59.1pp | 67.7%-58.0pp |
| Annual return | 11.06% | 11.27%-0.2pp | 133.74%-122.7pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $188 | $4,037-95.3% | $4,417-95.7% | $4,299-95.6% |
| Admin fee / account holder | $8,744 | $6,958+25.7% | $8,287+5.5% | $6,924+26.3% |