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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 | $32,965 | $98,776-66.6% | $149,745-78.0% | $79,856-58.7% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.5%-12.8pp | 69.6%+0.1pp |
| Annual return | 12.82% | 27.38%-14.6pp | 276.72%-263.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,237 | $5,681-60.6% | $6,843-67.3% | $3,741-40.2% |
| Admin fee / account holder | $1,389 | $6,053-77.1% | $9,312-85.1% | $5,306-73.8% |