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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 | $33,474 | $98,240-65.9% | $82,312-59.3% | $147,586-77.3% |
| Participation rate | 31.3% | 79.7%-48.5pp | 76.9%-45.6pp | 82.8%-51.6pp |
| Annual return | 10.28% | 30.85%-20.6pp | 25.88%-15.6pp | 578.59%-568.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,090 | $4,383-75.1% | $3,706-70.6% | $5,439-80.0% |
| Admin fee / account holder | $13,322 | $8,563+55.6% | $5,608+137.6% | $10,886+22.4% |