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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 | $49,605 | $114,013-56.5% | $103,693-52.2% | $155,188-68.0% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.3pp | 80.8%-44.4pp |
| Annual return | 13.46% | 49.31%-35.8pp | 47.61%-34.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $889 | $4,970-82.1% | $4,579-80.6% | $6,531-86.4% |
| Admin fee / account holder | $21,093 | $8,407+150.9% | $7,858+168.4% | $14,480+45.7% |