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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 | $44,289 | $63,342-30.1% | $92,236-52.0% | $70,131-36.8% |
| Participation rate | 28.6% | 68.7%-40.1pp | 76.5%-47.9pp | 69.5%-41.0pp |
| Annual return | 15.51% | 530.15%-514.6pp | 176.29%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $676 | $2,854-76.3% | $3,897-82.7% | $3,332-79.7% |
| Admin fee / account holder | $1,131 | $3,840-70.5% | $5,194-78.2% | $4,645-75.6% |