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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 | $27,434 | $63,346-56.7% | $92,240-70.3% | $70,126-60.9% |
| Participation rate | 39.2% | 68.7%-29.4pp | 76.5%-37.2pp | 69.5%-30.3pp |
| Annual return | 19.07% | 530.19%-511.1pp | 176.29%-157.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,072 | $2,854-62.4% | $3,897-72.5% | $3,332-67.8% |
| Admin fee / account holder | $9,033 | $3,841+135.2% | $5,194+73.9% | $4,645+94.4% |