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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 | $31,730 | $58,264-45.5% | $86,617-63.4% | $71,495-55.6% |
| Participation rate | 14.5% | 65.0%-50.5pp | 71.7%-57.2pp | 67.9%-53.4pp |
| Annual return | 17.68% | 21.63%-3.9pp | 591.91%-574.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,023-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $597 | $3,436-82.6% | $4,437-86.5% | $4,291-86.1% |
| Admin fee / account holder | $1,300 | $1,057+23.0% | $5,613-76.8% | $1,588-18.1% |