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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 | $29,704 | $53,128-44.1% | $86,582-65.7% | $70,126-57.6% |
| Participation rate | 51.9% | 65.3%-13.4pp | 73.5%-21.6pp | 69.5%-17.6pp |
| Annual return | 13.21% | 27.66%-14.4pp | 965.08%-951.9pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $564 | $2,695-79.1% | $3,609-84.4% | $3,332-83.1% |
| Admin fee / account holder | $6,185 | $3,584+72.6% | $4,904+26.1% | $4,645+33.2% |