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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 | $29,165 | $78,707-62.9% | $117,861-75.3% | $70,126-58.4% |
| Participation rate | 24.6% | 73.2%-48.6pp | 79.7%-55.1pp | 69.5%-45.0pp |
| Annual return | 12.41% | 23.30%-10.9pp | 335.11%-322.7pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $704 | $3,297-78.7% | $4,482-84.3% | $3,332-78.9% |
| Admin fee / account holder | $5,210 | $5,066+2.9% | $8,021-35.0% | $4,645+12.2% |