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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 | $30,347 | $50,554-40.0% | $67,681-55.2% | $87,485-65.3% |
| Participation rate | 15.2% | 67.7%-52.6pp | 73.7%-58.6pp | 68.9%-53.8pp |
| Annual return | 18.21% | 17.81%+0.4pp | 590.58%-572.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $429 | $2,961-85.5% | $3,976-89.2% | $4,274-90.0% |
| Admin fee / account holder | $3,368 | $4,132-18.5% | $6,100-44.8% | $7,775-56.7% |