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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 | $34,618 | $118,488-70.8% | $98,462-64.8% | $139,487-75.2% |
| Participation rate | 52.6% | 77.5%-24.8pp | 75.2%-22.5pp | 80.3%-27.7pp |
| Annual return | 12.24% | 18.96%-6.7pp | 21.17%-8.9pp | 373.84%-361.6pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,279 | $5,393-76.3% | $4,738-73.0% | $6,713-80.9% |
| Admin fee / account holder | $14,517 | $13,868+4.7% | $8,875+63.6% | $11,407+27.3% |