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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 | $33,618 | $58,828-42.9% | $78,002-56.9% | $62,881-46.5% |
| Participation rate | 31.3% | 71.1%-39.8pp | 75.5%-44.3pp | 69.3%-38.1pp |
| Annual return | 5.68% | 17.16%-11.5pp | 425.99%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $737 | $2,686-72.6% | $3,497-78.9% | $3,203-77.0% |
| Admin fee / account holder | $4,480 | $4,393+2.0% | $5,481-18.3% | $4,296+4.3% |