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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 | $31,449 | $91,198-65.5% | $178,503-82.4% | $79,856-60.6% |
| Participation rate | 24.6% | 69.2%-44.6pp | 81.9%-57.3pp | 69.6%-45.0pp |
| Annual return | 23.09% | 24.20%-1.1pp | 151.12%-128.0pp | 31.71%-8.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $390 | $3,237-88.0% | $5,202-92.5% | $3,741-89.6% |
| Admin fee / account holder | $3,038 | $6,748-55.0% | $13,987-78.3% | $5,306-42.7% |