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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 | $28,465 | $63,346-55.1% | $92,240-69.1% | $70,126-59.4% |
| Participation rate | 45.3% | 68.7%-23.4pp | 76.5%-31.2pp | 69.5%-24.3pp |
| Annual return | 16.82% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,088 | $2,854-61.9% | $3,897-72.1% | $3,332-67.4% |
| Admin fee / account holder | $311 | $3,841-91.9% | $5,194-94.0% | $4,645-93.3% |