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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 | $43,034 | $105,200-59.1% | $159,474-73.0% | $85,847-49.9% |
| Participation rate | 33.9% | 75.8%-41.9pp | 82.8%-48.9pp | 69.3%-35.4pp |
| Annual return | 12.70% | 45.08%-32.4pp | 263.68%-251.0pp | 318.61%-305.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,090 | $5,946-64.9% | $7,353-71.6% | $3,952-47.1% |
| Admin fee / account holder | $12,684 | $6,934+82.9% | $10,802+17.4% | $6,261+102.6% |