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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 | $31,753 | $78,707-59.7% | $117,861-73.1% | $70,126-54.7% |
| Participation rate | 10.9% | 73.2%-62.3pp | 79.7%-68.8pp | 69.5%-58.7pp |
| Annual return | 13.76% | 23.30%-9.5pp | 335.11%-321.3pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $147 | $3,297-95.5% | $4,482-96.7% | $3,332-95.6% |
| Admin fee / account holder | $5,574 | $5,066+10.0% | $8,021-30.5% | $4,645+20.0% |