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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 | $35,251 | $101,752-65.4% | $164,928-78.6% | $80,911-56.4% |
| Participation rate | 27.0% | 71.8%-44.8pp | 78.6%-51.6pp | 67.6%-40.6pp |
| Annual return | 26.22% | 16.73%+9.5pp | 70.08%-43.9pp | 35.63%-9.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,247 | $4,477-72.1% | $6,034-79.3% | $4,297-71.0% |
| Admin fee / account holder | $7,145 | $8,218-13.1% | $12,684-43.7% | $6,935+3.0% |