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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 | $31,615 | $98,766-68.0% | $149,730-78.9% | $79,852-60.4% |
| Participation rate | 41.9% | 75.8%-33.8pp | 82.5%-40.5pp | 69.6%-27.7pp |
| Annual return | 16.97% | 27.43%-10.5pp | 276.70%-259.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,862 | $5,681-67.2% | $6,843-72.8% | $3,740-50.2% |
| Admin fee / account holder | $3,671 | $6,052-39.4% | $9,310-60.6% | $5,306-30.8% |