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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 | $40,296 | $52,279-22.9% | $89,414-54.9% | $79,852-49.5% |
| Participation rate | 29.6% | 57.5%-27.9pp | 68.0%-38.4pp | 69.6%-40.0pp |
| Annual return | 12.23% | 22.16%-9.9pp | 245.50%-233.3pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $711 | $2,740-74.1% | $3,890-81.7% | $3,740-81.0% |
| Admin fee / account holder | $2,652 | $3,356-21.0% | $4,883-45.7% | $5,306-50.0% |