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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 | $48,011-36.8% | $63,803-52.4% | $82,637-63.3% |
| Participation rate | 15.2% | 66.6%-51.4pp | 72.7%-57.6pp | 68.1%-52.9pp |
| Annual return | 18.21% | 19.84%-1.6pp | 543.72%-525.5pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $429 | $2,846-84.9% | $3,843-88.8% | $4,126-89.6% |
| Admin fee / account holder | $3,368 | $3,873-13.1% | $5,196-35.2% | $7,339-54.1% |