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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 | $29,311 | $61,605-52.4% | $112,273-73.9% | $75,181-61.0% |
| Participation rate | 14.5% | 61.7%-47.2pp | 72.4%-58.0pp | 67.2%-52.7pp |
| Annual return | 13.13% | 28.47%-15.3pp | 30.23%-17.1pp | 160.69%-147.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $648 | $3,108-79.2% | $4,800-86.5% | $4,126-84.3% |
| Admin fee / account holder | $4,993 | $4,862+2.7% | $7,752-35.6% | $5,650-11.6% |