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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 | $30,456 | $106,864-71.5% | $147,318-79.3% | $82,637-63.1% |
| Participation rate | 42.3% | 75.5%-33.2pp | 82.1%-39.8pp | 68.1%-25.7pp |
| Annual return | 27.24% | 27.49%-0.3pp | 70.43%-43.2pp | 53.51%-26.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,306 | $6,496-79.9% | $7,906-83.5% | $4,126-68.4% |
| Admin fee / account holder | $6,047 | $8,415-28.1% | $13,708-55.9% | $7,339-17.6% |