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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 | $35,940 | $91,179-60.6% | $178,499-79.9% | $79,852-55.0% |
| Participation rate | 34.8% | 69.2%-34.4pp | 81.9%-47.1pp | 69.6%-34.8pp |
| Annual return | 18.78% | 24.19%-5.4pp | 151.10%-132.3pp | 31.72%-12.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $667 | $3,236-79.4% | $5,202-87.2% | $3,740-82.2% |
| Admin fee / account holder | $2,556 | $6,749-62.1% | $13,986-81.7% | $5,306-51.8% |