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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 | $34,872 | $70,917-50.8% | $98,920-64.7% | $73,497-52.6% |
| Participation rate | 33.9% | 73.8%-39.9pp | 76.0%-42.1pp | 70.7%-36.7pp |
| Annual return | 15.03% | 34.18%-19.1pp | 196.47%-181.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,142 | $3,501-67.4% | $4,245-73.1% | $3,740-69.5% |
| Admin fee / account holder | $10,473 | $535+1858.0% | $6,643+57.7% | $513+1941.2% |