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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 | $68,198 | $78,428-13.0% | $95,960-28.9% | $79,852-14.6% |
| Participation rate | 33.3% | 73.5%-40.2pp | 77.1%-43.7pp | 69.6%-36.3pp |
| Annual return | 13.86% | 19.37%-5.5pp | 91.63%-77.8pp | 31.72%-17.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $931 | $3,440-72.9% | $4,167-77.7% | $3,740-75.1% |
| Admin fee / account holder | $6,960 | $5,622+23.8% | $6,797+2.4% | $5,306+31.2% |