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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 | $38,459 | $89,259-56.9% | $107,187-64.1% | $82,637-53.5% |
| Participation rate | 29.2% | 67.9%-38.8pp | 75.0%-45.9pp | 68.1%-38.9pp |
| Annual return | 15.22% | 21.02%-5.8pp | 204.55%-189.3pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,313 | $4,037-67.5% | $5,096-74.2% | $4,126-68.2% |
| Admin fee / account holder | $3,992 | $7,381-45.9% | $9,162-56.4% | $7,339-45.6% |