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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 | $35,762 | $106,864-66.5% | $147,318-75.7% | $82,637-56.7% |
| Participation rate | 28.0% | 75.5%-47.5pp | 82.1%-54.1pp | 68.1%-40.1pp |
| Annual return | 15.55% | 27.49%-11.9pp | 70.43%-54.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,071 | $6,496-68.1% | $7,906-73.8% | $4,126-49.8% |
| Admin fee / account holder | $51,920 | $8,415+517.0% | $13,708+278.8% | $7,339+607.5% |