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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 | $67,282 | $78,423-14.2% | $95,964-29.9% | $79,856-15.7% |
| Participation rate | 34.9% | 73.5%-38.6pp | 77.1%-42.2pp | 69.6%-34.8pp |
| Annual return | 16.50% | 19.37%-2.9pp | 91.64%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $836 | $3,440-75.7% | $4,167-79.9% | $3,741-77.6% |
| Admin fee / account holder | $11,625 | $5,622+106.8% | $6,797+71.0% | $5,306+119.1% |