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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 | $30,212 | $54,763-44.8% | $90,324-66.6% | $72,976-58.6% |
| Participation rate | 51.4% | 65.2%-13.8pp | 73.3%-21.9pp | 69.5%-18.1pp |
| Annual return | 20.50% | 30.63%-10.1pp | 78.15%-57.6pp | 81.02%-60.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $697 | $2,887-75.8% | $3,885-82.1% | $3,608-80.7% |
| Admin fee / account holder | $8,168 | $3,973+105.6% | $5,356+52.5% | $5,124+59.4% |