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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 | $33,468 | $63,114-47.0% | $92,915-64.0% | $65,186-48.7% |
| Participation rate | 24.8% | 68.8%-44.0pp | 76.0%-51.3pp | 70.2%-45.4pp |
| Annual return | 30.08% | 28.75%+1.3pp | 109.45%-79.4pp | 29.39%+0.7pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,034 | $3,108-66.7% | $4,238-75.6% | $3,514-70.6% |
| Admin fee / account holder | $1,918 | $624+207.6% | $5,796-66.9% | $847+126.4% |