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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 | $34,723 | $124,425-72.1% | $112,040-69.0% | $137,256-74.7% |
| Participation rate | 30.0% | 79.3%-49.3pp | 76.5%-46.5pp | 80.0%-50.0pp |
| Annual return | 16.07% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $654 | $5,718-88.6% | $5,098-87.2% | $6,407-89.8% |
| Admin fee / account holder | $3,291 | $15,207-78.4% | $12,098-72.8% | $12,270-73.2% |