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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 | $38,676 | $95,453-59.5% | $112,040-65.5% | $82,448-53.1% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 38.95% | 23.92%+15.0pp | 24.52%+14.4pp | 41.64%-2.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,176 | $4,224-72.2% | $5,098-76.9% | $4,139-71.6% |
| Admin fee / account holder | $2,882 | $9,013-68.0% | $12,098-76.2% | $7,234-60.2% |