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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 | $33,653 | $89,652-62.5% | $141,191-76.2% | $65,185-48.4% |
| Participation rate | 18.0% | 74.7%-56.7pp | 82.5%-64.5pp | 70.2%-52.2pp |
| Annual return | 40.74% | 32.79%+7.9pp | 71.41%-30.7pp | 29.38%+11.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,192 | $5,691-61.5% | $6,710-67.3% | $3,514-37.6% |
| Admin fee / account holder | $712 | $569+25.3% | $10,264-93.1% | $847-15.9% |